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Global Financial Private Client’s ExxonMobil XOM Stock Holding History

Global Financial Private Client’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 		– Sell
-20,158
Closed -$3.42M – 258
2026
Q1 		$3.42M Buy
20,158
+250
+1% +$36.5K 1.12% 18
2025
Q4 		$2.4M Sell
19,908
-416
-2% -$48.2K 0.84% 29
2025
Q3 		$2.29M Sell
20,324
-338
-2% -$37.6K 0.82% 29
2025
Q2 		$2.23M Buy
20,662
+60
+0.3% +$6.41K 0.84% 27
2025
Q1 		$2.45M Buy
20,602
+183
+0.9% +$20.2K 0.94% 20
2024
Q4 		$2.2M Buy
20,419
+179
+0.9% +$20.9K 0.82% 20
2024
Q3 		$2.37M Buy
20,240
+131
+0.7% +$15.1K 0.93% 16
2024
Q2 		$2.32M Sell
20,109
-632
-3% -$73.6K 0.97% 17
2024
Q1 		$2.43M Buy
20,741
+253
+1% +$26.5K 1.04% 15
2023
Q4 		$2.05M Buy
20,488
+553
+3% +$58.1K 0.96% 17
2023
Q3 		$2.31M Sell
19,935
-570
-3% -$62.5K 1.19% 16
2023
Q2 		$2.2M Sell
20,505
-613
-3% -$66.9K 1.08% 18
2023
Q1 		$2.45M Buy
21,118
+1,264
+6% +$140K 1.26% 15
2022
Q4 		$2.19M Buy
19,854
+1,185
+6% +$127K 1.23% 18
2022
Q3 		$1.72M Buy
18,669
+475
+3% +$43.4K 0.99% 22
2022
Q2 		$1.59M Buy
18,194
+462
+3% +$41.7K 0.9% 27
2022
Q1 		$1.47M Buy
17,732
+2,557
+17% +$199K 0.71% 31
2021
Q4 		$929K Sell
15,175
-1,445
-9% -$90.3K 0.45% 52
2021
Q3 		$1.01M Buy
16,620
+524
+3% +$29.9K 0.52% 48
2021
Q2 		$1.02M Buy
16,096
+1,788
+12% +$107K 0.57% 43
2021
Q1 		$821K Buy
14,308
+62
+0.4% +$3.25K 0.59% 41
2020
Q4 		$587K Sell
14,246
-2,161
-13% -$81K 0.47% 48
2020
Q3 		$544K Sell
16,407
-2,895
-15% -$118K 0.47% 47
2020
Q2 		$844K Buy
19,302
+76
+0.4% +$3.41K 0.73% 29
2020
Q1 		$722K Buy
19,226
+7,840
+69% +$433K 0.76% 25
2019
Q4 		$795K Buy
+11,386
New +$787K 0.67% 30

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Global Financial Private Client's XOM Position: Q2 2026 in Review

Global Financial Private Client sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 20,158 shares — an estimated $3.42M sold.

Global Financial Private Client first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $3.42M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Global Financial Private Client reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Global Financial Private Client sold 20,158 ExxonMobil shares in Q2 2026, an estimated $3.42M.
  • Global Financial Private Client first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • Global Financial Private Client's ExxonMobil position peaked at $3.42M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.