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GoalVest Advisory’s ExxonMobil XOM Stock Holding History

GoalVest 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 		$362K Buy
2,650
+31
+1% +$4.64K 0.07% 93
2026
Q1 		$444K Buy
2,619
+85
+3% +$12.4K 0.09% 106
2025
Q4 		$305K Buy
2,534
+1,650
+187% +$191K 0.06% 125
2025
Q3 		$99.7K Hold
884
– – 0.02% 169
2025
Q2 		$95.3K Buy
884
+525
+146% +$56.1K 0.02% 172
2025
Q1 		$42.7K Sell
359
-14
-4% -$1.55K 0.01% 195
2024
Q4 		$40.1K Buy
373
+44
+13% +$5.15K 0.01% 200
2024
Q3 		$38.6K Hold
329
– – 0.01% 212
2024
Q2 		$37.9K Sell
329
-901
-73% -$105K 0.01% 191
2024
Q1 		$143K Buy
1,230
+37
+3% +$3.87K 0.05% 133
2023
Q4 		$119K Buy
1,193
+186
+18% +$19.5K 0.05% 85
2023
Q3 		$118K Buy
1,007
+54
+6% +$5.92K 0.06% 93
2023
Q2 		$102K Buy
953
+330
+53% +$36K 0.05% 96
2023
Q1 		$68.3K Hold
623
– – 0.04% 101
2022
Q4 		$68.7K Hold
623
– – 0.04% 98
2022
Q3 		$54K Sell
623
-603
-49% -$55.1K 0.04% 108
2022
Q2 		$104K Buy
1,226
+760
+163% +$68.5K 0.07% 127
2022
Q1 		$38K Buy
+466
New +$36.2K 0.02% 170
2021
Q2 		$107K Buy
1,691
+60
+4% +$3.58K 0.07% 129
2021
Q1 		$91K Buy
1,631
+6
+0.4% +$315 0.07% 112
2020
Q4 		$67K Buy
+1,625
New +$60.9K 0.06% 103

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

GoalVest Advisory's XOM Position: Q2 2026 in Review

GoalVest Advisory increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $4.64K and bringing the position to 2,650 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #93.

GoalVest Advisory first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $444K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • GoalVest Advisory held 2,650 shares of ExxonMobil worth $362K as of Q2 2026.
  • GoalVest Advisory bought 31 ExxonMobil shares in Q2 2026, an estimated $4.64K.
  • ExxonMobil made up 0.07% of GoalVest Advisory's portfolio in Q2 2026, its #93 holding.
  • GoalVest Advisory first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's ExxonMobil position peaked at $444K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.