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Gilpin Wealth Management’s ExxonMobil XOM Stock Holding History

Gilpin Wealth 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
Q3 		$284K Buy
1,746
+306
+21% +$47.8K 0.19% 107
2026
Q2 		$197K Hold
1,440
– – 0.14% 136
2026
Q1 		$244K Hold
1,440
– – 0.19% 104
2025
Q4 		$173K Buy
+1,440
New +$167K 0.14% 124

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gilpin Wealth Management's XOM Position: Q3 2026 in Review

Gilpin Wealth Management increased its ExxonMobil (XOM) stake by 21% in Q3 2026, buying an estimated $47.8K and bringing the position to 1,746 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #107.

Gilpin Wealth Management first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Gilpin Wealth Management held 1,746 shares of ExxonMobil worth $284K as of Q3 2026.
  • Gilpin Wealth Management bought 306 ExxonMobil shares in Q3 2026, an estimated $47.8K.
  • ExxonMobil made up 0.19% of Gilpin Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Gilpin Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.