Gould Asset Management’s ExxonMobil XOM Stock Holding History

Gould Asset 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	$1.58M	Sell	9,306 -100	-1%	-$14.6K	0.27%	47
2025 Q4	$1.13M	Sell	9,406 -498	-5%	-$57.8K	0.2%	55
2025 Q3	$1.12M	Buy	9,904 +133	+1%	+$14.8K	0.21%	57
2025 Q2	$1.05M	Sell	9,771 -38	-0.4%	-$4.06K	0.21%	58
2025 Q1	$1.17M	Buy	9,809 +148	+2%	+$16.4K	0.24%	54
2024 Q4	$1.04M	Hold	9,661	–	–	0.22%	57
2024 Q3	$1.13M	Buy	9,661 +2,010	+26%	+$232K	0.24%	53
2024 Q2	$881K	Hold	7,651	–	–	0.2%	62
2024 Q1	$889K	Hold	7,651	–	–	0.22%	57
2023 Q4	$765K	Buy	7,651 +3,160	+70%	+$332K	0.2%	58
2023 Q3	$528K	Buy	4,491 +6	+0.1%	+$658	0.15%	70
2023 Q2	$481K	Sell	4,485 -665	-13%	-$72.6K	0.13%	81
2023 Q1	$565K	Sell	5,150 -15	-0.3%	-$1.66K	0.16%	68
2022 Q4	$570K	Hold	5,165	–	–	0.17%	71
2022 Q3	$451K	Hold	5,165	–	–	0.15%	72
2022 Q2	$442K	Sell	5,165 -10	-0.2%	-$902	0.14%	85
2022 Q1	$427K	Sell	5,175 -2,020	-28%	-$157K	0.12%	85
2021 Q4	$440K	Sell	7,195 -25	-0.3%	-$1.56K	0.12%	83
2021 Q3	$425K	Sell	7,220 -2,925	-29%	-$167K	0.13%	80
2021 Q2	$640K	Hold	10,145	–	–	0.18%	65
2021 Q1	$566K	Sell	10,145 -3,615	-26%	-$190K	0.17%	69
2020 Q4	$567K	Hold	13,760	–	–	0.17%	68
2020 Q3	$472K	Hold	13,760	–	–	0.16%	71
2020 Q2	$615K	Sell	13,760 -350	-2%	-$15.7K	0.22%	55
2020 Q1	$536K	Hold	14,110	–	–	0.2%	50
2019 Q4	$985K	Buy	14,110 +1,000	+8%	+$69.2K	0.33%	43
2019 Q3	$926K	Buy	13,110 +1,000	+8%	+$72.3K	0.33%	44
2019 Q2	$928K	Sell	12,110 -1,000	-8%	-$77.4K	0.33%	42
2019 Q1	$1.06M	Hold	13,110	–	–	0.4%	38
2018 Q4	$894K	Buy	13,110 +1,000	+8%	+$78.5K	0.37%	42
2018 Q3	$1.03M	Sell	12,110 -150	-1%	-$12.3K	0.41%	37
2018 Q2	$1.01M	Sell	12,260 -100	-0.8%	-$7.97K	0.44%	33
2018 Q1	$922K	Hold	12,360	–	–	0.4%	40
2017 Q4	$1.03M	Sell	12,360 -367	-3%	-$30.4K	0.45%	38
2017 Q3	$1.04M	Buy	12,727 +267	+2%	+$21.2K	0.47%	36
2017 Q2	$1.01M	Sell	12,460 -27	-0.2%	-$2.21K	0.49%	30
2017 Q1	$1.02M	Buy	12,487 +2	+0%	+$167	0.51%	30
2016 Q4	$1.13M	Sell	12,485 -75	-0.6%	-$6.55K	0.58%	24
2016 Q3	$1.1M	Hold	12,560	–	–	0.59%	24
2016 Q2	$1.18M	Sell	12,560 -2,000	-14%	-$177K	0.63%	22
2016 Q1	$1.22M	Hold	14,560	–	–	0.66%	20
2015 Q4	$1.14M	Sell	14,560 -4,226	-22%	-$338K	0.61%	21
2015 Q3	$1.4M	Buy	18,786 +116	+0.6%	+$8.94K	0.78%	16
2015 Q2	$1.55M	Hold	18,670	–	–	0.79%	18
2015 Q1	$1.59M	Sell	18,670 -1,463	-7%	-$130K	0.78%	18
2014 Q4	$1.86M	Buy	20,133 +1,093	+6%	+$102K	0.91%	16
2014 Q3	$1.79M	Buy	19,040 +990	+5%	+$98.6K	0.87%	17
2014 Q2	$1.82M	Buy	18,050 +900	+5%	+$90.8K	0.87%	16
2014 Q1	$1.68M	Buy	17,150 +1,110	+7%	+$106K	0.89%	17
2013 Q4	$1.62M	Sell	16,040 -385	-2%	-$35.6K	0.95%	16
2013 Q3	$1.41M	Sell	16,425 -61	-0.4%	-$5.5K	0.89%	15
2013 Q2	$1.49M	Buy	+16,486	New	+$1.48M	0.93%	16

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

Gould Asset Management's XOM Position: Q1 2026 in Review

Gould Asset Management reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $14.6K and leaving 9,306 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #47.

Gould Asset Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.86M in Q4 2014. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Gould Asset Management held 9,306 shares of ExxonMobil worth $1.58M as of Q1 2026.
Gould Asset Management sold 100 ExxonMobil shares in Q1 2026, an estimated $14.6K.
ExxonMobil made up 0.27% of Gould Asset Management's portfolio in Q1 2026, its #47 holding.
Gould Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Gould Asset Management's ExxonMobil position peaked at $1.86M in Q4 2014.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.