Gladwyn Financial Advisors’s ExxonMobil XOM Stock Holding History

Gladwyn Financial Advisors’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	$289K	Buy	2,114 +3	+0.1%	+$449	0.18%	40
2026 Q1	$358K	Buy	2,111 +4	+0.2%	+$584	0.25%	37
2025 Q4	$254K	Buy	2,107 +256	+14%	+$29.7K	0.18%	41
2025 Q3	$209K	Buy	1,851 +17	+0.9%	+$1.89K	0.15%	42
2025 Q2	$198K	Buy	+1,834	New	+$196K	0.15%	42

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gladwyn Financial Advisors's XOM Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its ExxonMobil (XOM) stake by 0.14% in Q2 2026, buying an estimated $449 and bringing the position to 2,114 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #40.

Gladwyn Financial Advisors first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Gladwyn Financial Advisors held 2,114 shares of ExxonMobil worth $289K as of Q2 2026.
Gladwyn Financial Advisors bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 0.18% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #40 holding.
Gladwyn Financial Advisors first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
Gladwyn Financial Advisors's ExxonMobil position peaked at $358K in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.