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GeoWealth Management’s ExxonMobil XOM Stock Holding History

GeoWealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,239
Closed -$3.6M – 954
2026
Q1 		$3.6M Buy
21,239
+1,582
+8% +$231K 0.13% 105
2025
Q4 		$2.37M Sell
19,657
-190
-1% -$22K 0.09% 145
2025
Q3 		$2.24M Buy
19,847
+7,220
+57% +$803K 0.08% 158
2025
Q2 		$1.36M Sell
12,627
-1,819
-13% -$194K 0.05% 200
2025
Q1 		$1.72M Sell
14,446
-9,192
-39% -$1.02M 0.07% 171
2024
Q4 		$2.54M Sell
23,638
-2,860
-11% -$335K 0.08% 157
2024
Q3 		$3.11M Sell
26,498
-697
-3% -$80.5K 0.11% 141
2024
Q2 		$3.13M Buy
27,195
+7,253
+36% +$845K 0.14% 112
2024
Q1 		$2.32M Buy
19,942
+6,496
+48% +$680K 0.09% 163
2023
Q4 		$1.34M Buy
13,446
+8,879
+194% +$933K 0.11% 180
2023
Q3 		$538K Buy
4,567
+569
+14% +$62.4K 0.06% 200
2023
Q2 		$427K Sell
3,998
-15
-0.4% -$1.64K 0.05% 185
2023
Q1 		$440K Sell
4,013
-532
-12% -$58.8K 0.05% 141
2022
Q4 		$501K Sell
4,545
-139
-3% -$14.9K 0.05% 149
2022
Q3 		$409K Sell
4,684
-1,824
-28% -$167K 0.04% 183
2022
Q2 		$557K Sell
6,508
-430
-6% -$38.8K 0.07% 148
2022
Q1 		$572K Sell
6,938
-2,772
-29% -$215K 0.05% 192
2021
Q4 		$594K Buy
9,710
+329
+4% +$20.6K 0.05% 188
2021
Q3 		$552K Sell
9,381
-121
-1% -$6.9K 0.05% 204
2021
Q2 		$599K Buy
9,502
+1,338
+16% +$79.9K 0.08% 133
2021
Q1 		$456K Buy
+8,164
New +$428K 0.07% 124
2019
Q4 		– Sell
-6,792
Closed -$480K – 235
2019
Q3 		$480K Buy
+6,792
New +$491K 0.11% 103

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GeoWealth Management's XOM Position: Q2 2026 in Review

GeoWealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 21,239 shares — an estimated $3.6M sold.

GeoWealth Management first reported a position in XOM in Q3 2019 and held it in 22 quarters. The position peaked at $3.6M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • GeoWealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 21,239 ExxonMobil shares in Q2 2026, an estimated $3.6M.
  • GeoWealth Management first reported a position in ExxonMobil in Q3 2019 and held it in 22 quarters.
  • GeoWealth Management's ExxonMobil position peaked at $3.6M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.