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Golden State Wealth Management’s ExxonMobil XOM Stock Holding History

Golden State Wealth Management’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 		$1.48M Sell
10,828
-69
-0.6% -$10.3K 0.14% 153
2026
Q1 		$1.85M Buy
10,897
+106
+1% +$15.5K 0.2% 104
2025
Q4 		$1.3M Buy
10,791
+166
+2% +$19.3K 0.14% 129
2025
Q3 		$1.2M Buy
10,625
+1,319
+14% +$147K 0.13% 129
2025
Q2 		$1M Sell
9,306
-353
-4% -$37.7K 0.12% 138
2025
Q1 		$1.15M Buy
9,659
+360
+4% +$39.8K 0.17% 111
2024
Q4 		$1M Buy
+9,299
New +$1.09M 0.15% 115
2022
Q1 		$883K Sell
10,692
-4,528
-30% -$352K 0.17% 121
2021
Q4 		$931K Buy
15,220
+2,189
+17% +$137K 0.16% 132
2021
Q3 		$767K Buy
13,031
+7
+0.1% +$399 0.17% 119
2021
Q2 		$822K Sell
13,024
-821
-6% -$49K 0.18% 111
2021
Q1 		$772K Buy
13,845
+661
+5% +$34.7K 0.25% 70
2020
Q4 		$543K Buy
13,184
+1,112
+9% +$41.7K 0.16% 118
2020
Q3 		$414K Sell
12,072
-3,993
-25% -$163K 0.14% 111
2020
Q2 		$718K Buy
16,065
+3,478
+28% +$156K 0.23% 74
2020
Q1 		$478K Buy
12,587
+9,000
+251% +$497K 0.21% 71
2019
Q4 		$250K Sell
3,587
-14,674
-80% -$1.01M 0.05% 50
2019
Q3 		$1.29M Buy
18,261
+1,530
+9% +$111K 0.43% 48
2019
Q2 		$1.28M Buy
16,731
+8,204
+96% +$635K 0.41% 55
2019
Q1 		$689K Buy
+8,527
New +$650K 0.23% 92

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Golden State Wealth Management's XOM Position: Q2 2026 in Review

Golden State Wealth Management reduced its ExxonMobil (XOM) stake by 0.63% in Q2 2026, selling an estimated $10.3K and leaving 10,828 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #153.

Golden State Wealth Management first reported a position in XOM in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.85M in Q1 2026. 2,177 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Golden State Wealth Management held 10,828 shares of ExxonMobil worth $1.48M as of Q2 2026.
  • Golden State Wealth Management sold 69 ExxonMobil shares in Q2 2026, an estimated $10.3K.
  • ExxonMobil made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Golden State Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's ExxonMobil position peaked at $1.85M in Q1 2026.
  • 2,177 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.