Global Assets Advisory’s ExxonMobil XOM Stock Holding History

Global Assets Advisory’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 Q1	$16.4M	Sell	96,679 -9,577	-9%	-$1.4M	4.79%	4
2025 Q4	$12.8M	Buy	106,256 +3,700	+4%	+$429K	3.66%	3
2025 Q3	$11.6M	Buy	102,556 +10,123	+11%	+$1.13M	3.44%	3
2025 Q2	$10.1M	Sell	92,433 -212,951	-70%	-$22.8M	3.94%	3
2025 Q1	$33.1M	Buy	305,384 +205,156	+205%	+$22.7M	6.24%	1
2024 Q4	$10.8M	Buy	100,228 +499	+0.5%	+$58.4K	5.94%	3
2024 Q3	$12M	Buy	+99,729	New	+$11.5M	6.55%	2
2024 Q2	–	Sell	-12,616,904	Closed	-$108M	–	544
2024 Q1	$108M	Buy	12,616,904 +12,540,435	+16,399%	+$1.31B	4.92%	1
2023 Q4	$7.84M	Buy	76,469 +5,051	+7%	+$531K	10.18%	1
2023 Q3	$8.4M	Buy	71,418 +1,818	+3%	+$199K	7.4%	1
2023 Q2	$7.47M	Buy	69,600 +13,764	+25%	+$1.5M	6.83%	2
2023 Q1	$6.53M	Sell	55,836 -1,266	-2%	-$140K	6.66%	2
2022 Q4	$6.3M	Sell	57,102 -791	-1%	-$84.8K	6.64%	1
2022 Q3	$6.42M	Sell	57,893 -15,244	-21%	-$1.39M	6.49%	1
2022 Q2	$6.26M	Buy	+73,137	New	+$6.6M	13.5%	1

Other funds holding XOM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return