Goldstone Financial Group’s ExxonMobil XOM Stock Holding History

Goldstone Financial Group’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 Q1	$812K	Sell	4,785 -3,086	-39%	-$450K	0.09%	136
2025 Q4	$947K	Buy	7,871 +362	+5%	+$42K	0.11%	116
2025 Q3	$847K	Sell	7,509 -13	-0.2%	-$1.45K	0.1%	124
2025 Q2	$844K	Sell	7,522 -379	-5%	-$40.5K	0.11%	112
2025 Q1	$940K	Buy	7,901 +3,724	+89%	+$412K	0.14%	92
2024 Q4	$449K	Buy	+4,177	New	+$489K	0.07%	132

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldstone Financial Group's XOM Position: Q1 2026 in Review

Goldstone Financial Group reduced its ExxonMobil (XOM) stake by 39% in Q1 2026, selling an estimated $450K and leaving 4,785 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #136.

Goldstone Financial Group first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $947K in Q4 2025. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Goldstone Financial Group held 4,785 shares of ExxonMobil worth $812K as of Q1 2026.
Goldstone Financial Group sold 3,086 ExxonMobil shares in Q1 2026, an estimated $450K.
ExxonMobil made up 0.09% of Goldstone Financial Group's portfolio in Q1 2026, its #136 holding.
Goldstone Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Goldstone Financial Group's ExxonMobil position peaked at $947K in Q4 2025.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.