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Gradient Capital Advisors’s ExxonMobil XOM Stock Holding History

Gradient Capital 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 		$506K Buy
3,698
+2
+0.1% +$299 0.12% 111
2026
Q1 		$627K Sell
3,696
-25
-0.7% -$3.65K 0.16% 91
2025
Q4 		$448K Sell
3,721
-107
-3% -$12.4K 0.12% 112
2025
Q3 		$432K Buy
3,828
+32
+0.8% +$3.56K 0.12% 110
2025
Q2 		$409K Sell
3,796
-72
-2% -$7.7K 0.12% 109
2025
Q1 		$460K Sell
3,868
-135
-3% -$14.9K 0.15% 99
2024
Q4 		$431K Buy
4,003
+4
+0.1% +$468 0.14% 98
2024
Q3 		$469K Buy
3,999
+128
+3% +$14.8K 0.16% 96
2024
Q2 		$446K Buy
3,871
+65
+2% +$7.57K 0.16% 96
2024
Q1 		$442K Sell
3,806
-140
-4% -$14.6K 0.16% 99
2023
Q4 		$395K Buy
3,946
+161
+4% +$16.9K 0.15% 103
2023
Q3 		$445K Sell
3,785
-686
-15% -$75.2K 0.19% 88
2023
Q2 		$480K Buy
4,471
+1,426
+47% +$156K 0.19% 83
2023
Q1 		$334K Buy
3,045
+1
+0% +$111 0.14% 99
2022
Q4 		$336K Buy
3,044
+2
+0.1% +$214 0.15% 97
2022
Q3 		$266K Sell
3,042
-849
-22% -$77.5K 0.13% 106
2022
Q2 		$333K Buy
3,891
+178
+5% +$16.1K 0.16% 92
2022
Q1 		$307K Buy
+3,713
New +$289K 0.13% 99

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gradient Capital Advisors's XOM Position: Q2 2026 in Review

Gradient Capital Advisors increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $299 and bringing the position to 3,698 shares worth $506K. The position accounts for 0.12% of the portfolio, ranked #111.

Gradient Capital Advisors first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $627K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Gradient Capital Advisors held 3,698 shares of ExxonMobil worth $506K as of Q2 2026.
  • Gradient Capital Advisors bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #111 holding.
  • Gradient Capital Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Gradient Capital Advisors's ExxonMobil position peaked at $627K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.