Goldstein Advisors
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Goldstein Advisors’s ExxonMobil XOM Stock Holding History

Goldstein Advisors’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 		$814K Buy
5,002
+70
+1% +$10.9K 0.07% 93
2026
Q2 		$674K Buy
4,932
+311
+7% +$46.5K 0.06% 104
2026
Q1 		$784K Buy
4,621
+140
+3% +$20.4K 0.09% 80
2025
Q4 		$539K Sell
4,481
-121
-3% -$14K 0.06% 101
2025
Q3 		$519K Buy
4,602
+147
+3% +$16.3K 0.06% 99
2025
Q2 		$480K Sell
4,455
-499
-10% -$53.3K 0.06% 95
2025
Q1 		$589K Buy
4,954
+1,295
+35% +$143K 0.09% 82
2024
Q4 		$394K Buy
3,659
+446
+14% +$52.2K 0.06% 110
2024
Q3 		$377K Buy
3,213
+507
+19% +$58.5K 0.06% 106
2024
Q2 		$312K Sell
2,706
-2
-0.1% -$233 0.05% 110
2024
Q1 		$315K Buy
+2,708
New +$283K 0.05% 108
2023
Q4 		– Sell
-1,908
Closed -$224K – 183
2023
Q3 		$224K Buy
+1,908
New +$209K 0.05% 127

Other funds holding XOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Goldstein Advisors's XOM Position: Q3 2026 in Review

Goldstein Advisors increased its ExxonMobil (XOM) stake by 1.4% in Q3 2026, buying an estimated $10.9K and bringing the position to 5,002 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #93.

Goldstein Advisors first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Goldstein Advisors held 5,002 shares of ExxonMobil worth $814K as of Q3 2026.
  • Goldstein Advisors bought 70 ExxonMobil shares in Q3 2026, an estimated $10.9K.
  • ExxonMobil made up 0.07% of Goldstein Advisors's portfolio in Q3 2026, its #93 holding.
  • Goldstein Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
  • 3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.