Goepper Burkhardt’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$991K Buy
7,246
+125
+2% +$18.7K 0.3% 39
2026
Q1
$1.21M Hold
7,121
0.4% 31
2025
Q4
$857K Buy
7,121
+310
+5% +$36K 0.28% 40
2025
Q3
$768K Sell
6,811
-100
-1% -$11.1K 0.26% 48
2025
Q2
$745K Hold
6,911
0.27% 41
2025
Q1
$822K Buy
6,911
+4,181
+153% +$462K 0.33% 38
2024
Q4
$294K Sell
2,730
-151
-5% -$17.7K 0.12% 67
2024
Q3
$338K Sell
2,881
-1,350
-32% -$156K 0.14% 65
2024
Q2
$487K Sell
4,231
-250
-6% -$29.1K 0.22% 48
2024
Q1
$529K Sell
4,481
-71
-2% -$7.43K 0.25% 48
2023
Q4
$463K Buy
4,552
+377
+9% +$39.6K 0.23% 47
2023
Q3
$491K Sell
4,175
-100
-2% -$11K 0.3% 37
2023
Q2
$458K Buy
4,275
+18
+0.4% +$1.96K 0.28% 39
2023
Q1
$467K Sell
4,257
-101
-2% -$11.2K 0.31% 34
2022
Q4
$481K Sell
4,358
-74
-2% -$7.93K 0.34% 32
2022
Q3
$387K Sell
4,432
-70
-2% -$6.39K 0.29% 36
2022
Q2
$386K Buy
4,502
+200
+5% +$18K 0.27% 40
2022
Q1
$355K Buy
4,302
+12
+0.3% +$933 0.22% 45
2021
Q4
$262K Buy
4,290
+1
+0% +$62 0.16% 57
2021
Q3
$252K Sell
4,289
-1
-0% -$57 0.16% 58
2021
Q2
$271K Sell
4,290
-890
-17% -$53.1K 0.17% 56
2021
Q1
$289K Buy
+5,180
New +$272K 0.2% 50

Other funds holding XOM

Goepper Burkhardt's XOM Position: Q2 2026 in Review

Goepper Burkhardt increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $18.7K and bringing the position to 7,246 shares worth $991K. The position accounts for 0.3% of the portfolio, ranked #39.

Goepper Burkhardt first reported a position in XOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.21M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Goepper Burkhardt held 7,246 shares of ExxonMobil worth $991K as of Q2 2026.
  • Goepper Burkhardt bought 125 ExxonMobil shares in Q2 2026, an estimated $18.7K.
  • ExxonMobil made up 0.3% of Goepper Burkhardt's portfolio in Q2 2026, its #39 holding.
  • Goepper Burkhardt first reported a position in ExxonMobil in Q1 2021 and has held it in 22 quarters since.
  • Goepper Burkhardt's ExxonMobil position peaked at $1.21M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.