GWMIA
XOM icon

Global Wealth Management Investment Advisory’s ExxonMobil XOM Stock Holding History

Global Wealth Management Investment 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 		– Sell
-54,008
Closed -$9.16M – 170
2026
Q1 		$9.16M Sell
54,008
-4,309
-7% -$629K 1.44% 18
2025
Q4 		$7.02M Buy
58,317
+2,366
+4% +$274K 1.12% 22
2025
Q3 		$6.31M Buy
55,951
+1,307
+2% +$145K 1.06% 24
2025
Q2 		$5.89M Sell
54,644
-1,661
-3% -$178K 1.11% 22
2025
Q1 		$6.7M Buy
56,305
+6,255
+12% +$692K 1.34% 20
2024
Q4 		$5.38M Buy
50,050
+2,855
+6% +$334K 1.11% 22
2024
Q3 		$5.53M Buy
47,195
+4,578
+11% +$529K 1.19% 20
2024
Q2 		$4.91M Buy
42,617
+1,757
+4% +$205K 1.14% 24
2024
Q1 		$4.75M Buy
40,860
+4,510
+12% +$472K 1.16% 22
2023
Q4 		$3.63M Buy
36,350
+2,241
+7% +$236K 0.93% 33
2023
Q3 		$4.01M Buy
34,109
+7,383
+28% +$810K 1.12% 20
2023
Q2 		$2.87M Buy
26,726
+258
+1% +$28.1K 0.79% 45
2023
Q1 		$2.9M Buy
26,468
+272
+1% +$30.1K 0.87% 44
2022
Q4 		$2.89M Sell
26,196
-6,251
-19% -$670K 0.94% 42
2022
Q3 		$2.83M Buy
32,447
+739
+2% +$67.5K 1.01% 37
2022
Q2 		$2.71M Sell
31,708
-15,516
-33% -$1.4M 0.92% 41
2022
Q1 		$3.9M Sell
47,224
-7,374
-14% -$573K 1.16% 25
2021
Q4 		$3.34M Buy
54,598
+9,304
+21% +$581K 1.01% 34
2021
Q3 		$2.66M Buy
45,294
+4,967
+12% +$283K 0.84% 42
2021
Q2 		$2.54M Buy
40,327
+484
+1% +$28.9K 0.85% 41
2021
Q1 		$2.22M Sell
39,843
-1,846
-4% -$96.8K 0.8% 42
2020
Q4 		$1.72M Buy
41,689
+1,742
+4% +$65.3K 0.67% 56
2020
Q3 		$1.37M Sell
39,947
-3,898
-9% -$159K 0.59% 63
2020
Q2 		$1.96M Sell
43,845
-2,121
-5% -$95.1K 0.84% 43
2020
Q1 		$1.75M Buy
45,966
+16,482
+56% +$910K 0.88% 41
2019
Q4 		$2.06M Buy
29,484
+4,253
+17% +$294K 0.87% 42
2019
Q3 		$1.78M Buy
25,231
+1,084
+4% +$78.4K 0.82% 51
2019
Q2 		$1.85M Sell
24,147
-3,564
-13% -$276K 0.9% 40
2019
Q1 		$2.24M Buy
27,711
+1,532
+6% +$117K 1.16% 31
2018
Q4 		$1.78M Buy
+26,179
New +$2.05M 1.04% 32

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 Wealth Management Investment Advisory's XOM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 54,008 shares — an estimated $9.16M sold.

Global Wealth Management Investment Advisory first reported a position in XOM in Q4 2018 and held it in 30 quarters. The position peaked at $9.16M in Q1 2026. 2,063 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Global Wealth Management Investment Advisory reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 54,008 ExxonMobil shares in Q2 2026, an estimated $9.16M.
  • Global Wealth Management Investment Advisory first reported a position in ExxonMobil in Q4 2018 and held it in 30 quarters.
  • Global Wealth Management Investment Advisory's ExxonMobil position peaked at $9.16M in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.