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 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

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

Goldstein Advisors's XOM Position: Q2 2026 in Review

Goldstein Advisors increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $46.5K and bringing the position to 4,932 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #104.

Goldstein Advisors first reported a position in XOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $784K in Q1 2026. 2,195 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Goldstein Advisors held 4,932 shares of ExxonMobil worth $674K as of Q2 2026.
Goldstein Advisors bought 311 ExxonMobil shares in Q2 2026, an estimated $46.5K.
ExxonMobil made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #104 holding.
Goldstein Advisors first reported a position in ExxonMobil in Q3 2023 and has held it in 11 quarters since.
Goldstein Advisors's ExxonMobil position peaked at $784K in Q1 2026.
2,195 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.