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Gilbert Capital Group’s ExxonMobil XOM Stock Holding History

Gilbert Capital Group’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 		$661K Hold
4,835
– – 0.46% 40
2026
Q1 		$820K Buy
4,835
+262
+6% +$38.2K 0.63% 28
2025
Q4 		$550K Hold
4,573
– – 0.41% 38
2025
Q3 		$516K Hold
4,573
– – 0.4% 37
2025
Q2 		$493K Buy
+4,573
New +$489K 0.41% 37

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Gilbert Capital Group's XOM Position: Q2 2026 in Review

Gilbert Capital Group held its ExxonMobil (XOM) position steady in Q2 2026 at 4,835 shares worth $661K. The position accounts for 0.46% of the portfolio, ranked #40.

Gilbert Capital Group first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $820K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Gilbert Capital Group held 4,835 shares of ExxonMobil worth $661K as of Q2 2026.
  • Gilbert Capital Group left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.46% of Gilbert Capital Group's portfolio in Q2 2026, its #40 holding.
  • Gilbert Capital Group first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's ExxonMobil position peaked at $820K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.