Global Wealth Strategies & Associates’s ExxonMobil XOM Stock Holding History

Global Wealth Strategies & Associates’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 Q3	$380K	Buy	2,333 +607	+35%	+$94.9K	0.07%	72
2026 Q2	$236K	Buy	1,726 +48	+3%	+$7.18K	0.04%	88
2026 Q1	$285K	Buy	1,678 +36	+2%	+$5.25K	0.07%	66
2025 Q4	$198K	Buy	1,642 +264	+19%	+$30.6K	0.05%	73
2025 Q3	$155K	Sell	1,378 -402	-23%	-$44.7K	0.04%	78
2025 Q2	$192K	Sell	1,780 -1,361	-43%	-$145K	0.05%	55
2025 Q1	$374K	Buy	3,141 +424	+16%	+$46.9K	0.11%	37
2024 Q4	$292K	Buy	2,717 +519	+24%	+$60.7K	0.09%	38
2024 Q3	$258K	Buy	2,198 +197	+10%	+$22.7K	0.08%	38
2024 Q2	$230K	Hold	2,001	–	–	0.08%	37
2024 Q1	$233K	Buy	2,001 +1,023	+105%	+$107K	0.09%	39
2023 Q4	$97.8K	Buy	978 +8	+0.8%	+$841	0.04%	58
2023 Q3	$114K	Buy	970 +36	+4%	+$3.95K	0.05%	53
2023 Q2	$100K	Hold	934	–	–	0.05%	58
2023 Q1	$102K	Sell	934 -39	-4%	-$4.31K	0.05%	53
2022 Q4	$107K	Buy	+973	New	+$104K	0.06%	53

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Global Wealth Strategies & Associates's XOM Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its ExxonMobil (XOM) stake by 35% in Q3 2026, buying an estimated $94.9K and bringing the position to 2,333 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #72.

Global Wealth Strategies & Associates first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. 802 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Global Wealth Strategies & Associates held 2,333 shares of ExxonMobil worth $380K as of Q3 2026.
Global Wealth Strategies & Associates bought 607 ExxonMobil shares in Q3 2026, an estimated $94.9K.
ExxonMobil made up 0.07% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #72 holding.
Global Wealth Strategies & Associates first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
802 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.