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Gerber Kawasaki Wealth & Investment Management’s ExxonMobil XOM Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.75M Sell
12,832
-78
-0.6% -$11.7K 0.05% 134
2026
Q1 		$2.19M Buy
12,910
+3,599
+39% +$525K 0.07% 117
2025
Q4 		$1.12M Buy
9,311
+413
+5% +$47.9K 0.04% 152
2025
Q3 		$1M Buy
8,898
+1,294
+17% +$144K 0.03% 158
2025
Q2 		$820K Buy
7,604
+917
+14% +$98K 0.03% 158
2025
Q1 		$795K Buy
6,687
+699
+12% +$77.3K 0.04% 155
2024
Q4 		$644K Buy
5,988
+177
+3% +$20.7K 0.03% 165
2024
Q3 		$681K Buy
5,811
+168
+3% +$19.4K 0.03% 154
2024
Q2 		$650K Buy
5,643
+75
+1% +$8.73K 0.03% 149
2024
Q1 		$647K Buy
5,568
+701
+14% +$73.3K 0.04% 153
2023
Q4 		$487K Buy
4,867
+615
+14% +$64.6K 0.03% 163
2023
Q3 		$500K Buy
4,252
+1,503
+55% +$165K 0.03% 158
2023
Q2 		$295K Sell
2,749
-7
-0.3% -$764 0.02% 199
2023
Q1 		$302K Buy
2,756
+115
+4% +$12.7K 0.02% 197
2022
Q4 		$291K Sell
2,641
-13
-0.5% -$1.39K 0.03% 199
2022
Q3 		$231K Buy
2,654
+173
+7% +$15.8K 0.02% 204
2022
Q2 		$212K Sell
2,481
-96
-4% -$8.66K 0.02% 221
2022
Q1 		$212K Buy
+2,577
New +$200K 0.02% 244
2021
Q4 		– Sell
-1,545
Closed -$90K – 1139
2021
Q3 		$90K Buy
+1,545
New +$88K 0.01% 253
2018
Q4 		– Sell
-3,501
Closed -$300K – 130
2018
Q3 		$300K Sell
3,501
-175
-5% -$14.3K 0.08% 95
2018
Q2 		$300K Sell
3,676
-125
-3% -$9.96K 0.09% 82
2018
Q1 		$283K Sell
3,801
-250
-6% -$20K 0.09% 89
2017
Q4 		$338K Buy
4,051
+106
+3% +$8.77K 0.12% 80
2017
Q3 		$323K Sell
3,945
-80
-2% -$6.35K 0.12% 82
2017
Q2 		$322K Sell
4,025
-1,530
-28% -$125K 0.12% 89
2017
Q1 		$458K Buy
5,555
+380
+7% +$31.7K 0.2% 76
2016
Q4 		$467K Buy
5,175
+100
+2% +$8.74K 0.25% 66
2016
Q3 		$442K Sell
5,075
-563
-10% -$49.9K 0.26% 67
2016
Q2 		$528K Sell
5,638
-100
-2% -$8.84K 0.33% 53
2016
Q1 		$479K Sell
5,738
-631
-10% -$50.5K 0.33% 52
2015
Q4 		$496K Buy
+6,369
New +$509K 0.34% 53

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XOM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its ExxonMobil (XOM) stake by 0.6% in Q2 2026, selling an estimated $11.7K and leaving 12,832 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #134.

Gerber Kawasaki Wealth & Investment Management first reported a position in XOM in Q4 2015 and has held it in 31 quarters since. The position peaked at $2.19M in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 12,832 shares of ExxonMobil worth $1.75M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 78 ExxonMobil shares in Q2 2026, an estimated $11.7K.
  • ExxonMobil made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #134 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ExxonMobil in Q4 2015 and has held it in 31 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's ExxonMobil position peaked at $2.19M in Q1 2026.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.