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 Q2	$686K	Buy	5,015 +230	+5%	+$34.4K	0.06%	159
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldstone Financial Group's XOM Position: Q2 2026 in Review

Goldstone Financial Group increased its ExxonMobil (XOM) stake by 4.8% in Q2 2026, buying an estimated $34.4K and bringing the position to 5,015 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #159.

Goldstone Financial Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q4 2025. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Goldstone Financial Group held 5,015 shares of ExxonMobil worth $686K as of Q2 2026.
Goldstone Financial Group bought 230 ExxonMobil shares in Q2 2026, an estimated $34.4K.
ExxonMobil made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #159 holding.
Goldstone Financial Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Goldstone Financial Group's ExxonMobil position peaked at $947K in Q4 2025.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.