GWM
XOM icon

GK Wealth Management’s ExxonMobil XOM Stock Holding History

GK 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 		$119K Buy
+730
New +$114K 0.07% 265
2026
Q2 		– Sell
-6,387
Closed -$1.1M – 268
2026
Q1 		$1.1M Buy
+6,387
New +$932K 0.95% 20

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

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

GK Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2026: 730 shares worth $119K. The stake represents 0.07% of the portfolio and ranks #265 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in XOM as recently as Q1 2026.

GK Wealth Management first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • GK Wealth Management held 730 shares of ExxonMobil worth $119K as of Q3 2026.
  • ExxonMobil was a new GK Wealth Management position in Q3 2026.
  • ExxonMobil made up 0.07% of GK Wealth Management's portfolio in Q3 2026, its #265 holding.
  • GK Wealth Management first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • GK Wealth Management's ExxonMobil position peaked at $1.1M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

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