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 Q2	$13M	Sell	94,930 -1,749	-2%	-$262K	2.83%	3
2026 Q1	$16.4M	Sell	96,679 -9,577	-9%	-$1.4M	4.69%	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	-107,846	Closed	-$12.6M	–	544
2024 Q1	$12.6M	Buy	107,846 +31,377	+41%	+$3.28M	7.59%	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Global Assets Advisory's XOM Position: Q2 2026 in Review

Global Assets Advisory reduced its ExxonMobil (XOM) stake by 1.8% in Q2 2026, selling an estimated $262K and leaving 94,930 shares worth $13M. The position accounts for 2.83% of the portfolio, ranked #3.

Global Assets Advisory first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. The position peaked at $33.1M in Q1 2025. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Global Assets Advisory held 94,930 shares of ExxonMobil worth $13M as of Q2 2026.
Global Assets Advisory sold 1,749 ExxonMobil shares in Q2 2026, an estimated $262K.
ExxonMobil made up 2.83% of Global Assets Advisory's portfolio in Q2 2026, its #3 holding.
Global Assets Advisory first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
Global Assets Advisory's ExxonMobil position peaked at $33.1M in Q1 2025.
4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.