Goldstream Capital Management’s ExxonMobil XOM Stock Holding History

Goldstream Capital 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 Q1	–	Sell	-3,662	Closed	-$441K	–	63
2025 Q4	$441K	Hold	3,662	–	–	0.16%	39
2025 Q3	$413K	Hold	3,662	–	–	0.09%	36
2025 Q2	$395K	Hold	3,662	–	–	0.13%	35
2025 Q1	$436K	Hold	3,662	–	–	0.19%	25
2024 Q4	$394K	Sell	3,662 -4,260	-54%	-$498K	0.11%	26
2024 Q3	$929K	Buy	+7,922	New	+$915K	0.31%	29
2023 Q4	–	Sell	-2,760	Closed	-$325K	–	59
2023 Q3	$325K	Hold	2,760	–	–	0.26%	27
2023 Q2	$296K	Buy	2,760 +921	+50%	+$100K	0.21%	26
2023 Q1	$202K	Buy	+1,839	New	+$203K	0.21%	21

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

Goldstream Capital Management's XOM Position: Q1 2026 in Review

Goldstream Capital Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 3,662 shares — an estimated $441K sold.

Goldstream Capital Management first reported a position in XOM in Q1 2023 and held it in 9 quarters. The position peaked at $929K in Q3 2024. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Goldstream Capital Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Goldstream Capital Management sold 3,662 ExxonMobil shares in Q1 2026, an estimated $441K.
Goldstream Capital Management first reported a position in ExxonMobil in Q1 2023 and held it in 9 quarters.
Goldstream Capital Management's ExxonMobil position peaked at $929K in Q3 2024.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.