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 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Global Wealth Strategies & Associates's XOM Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $7.18K and bringing the position to 1,726 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #88.

Global Wealth Strategies & Associates first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $374K in Q1 2025. 2,288 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Global Wealth Strategies & Associates held 1,726 shares of ExxonMobil worth $236K as of Q2 2026.
Global Wealth Strategies & Associates bought 48 ExxonMobil shares in Q2 2026, an estimated $7.18K.
ExxonMobil made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #88 holding.
Global Wealth Strategies & Associates first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's ExxonMobil position peaked at $374K in Q1 2025.
2,288 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.