Gradient Investments’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.4M | Buy |
141,859
+2,130
| +2% | +$319K | 0.27% | 116 |
|
|
2026
Q1 | $23.7M | Sell |
139,729
-3,883
| -3% | -$567K | 0.37% | 83 |
|
|
2025
Q4 | $17.3M | Sell |
143,612
-2,439
| -2% | -$283K | 0.27% | 113 |
|
|
2025
Q3 | $16.5M | Buy |
146,051
+5,528
| +4% | +$615K | 0.27% | 108 |
|
|
2025
Q2 | $15.1M | Buy |
140,523
+5,241
| +4% | +$560K | 0.28% | 110 |
|
|
2025
Q1 | $16.1M | Sell |
135,282
-1,364
| -1% | -$151K | 0.32% | 95 |
|
|
2024
Q4 | $14.7M | Buy |
136,646
+164
| +0.1% | +$19.2K | 0.3% | 96 |
|
|
2024
Q3 | $16M | Sell |
136,482
-25,522
| -16% | -$2.95M | 0.33% | 86 |
|
|
2024
Q2 | $18.6M | Sell |
162,004
-4,401
| -3% | -$513K | 0.42% | 73 |
|
|
2024
Q1 | $19.3M | Sell |
166,405
-28,126
| -14% | -$2.94M | 0.45% | 59 |
|
|
2023
Q4 | $19.4M | Buy |
194,531
+5,407
| +3% | +$568K | 0.47% | 59 |
|
|
2023
Q3 | $22.2M | Sell |
189,124
-1,653
| -0.9% | -$181K | 0.59% | 48 |
|
|
2023
Q2 | $20.5M | Buy |
190,777
+2,942
| +2% | +$321K | 0.53% | 51 |
|
|
2023
Q1 | $20.6M | Buy |
187,835
+7,312
| +4% | +$809K | 0.56% | 47 |
|
|
2022
Q4 | $19.9M | Sell |
180,523
-10,244
| -5% | -$1.1M | 0.63% | 38 |
|
|
2022
Q3 | $16.7M | Buy |
190,767
+9,785
| +5% | +$893K | 0.51% | 44 |
|
|
2022
Q2 | $15.5M | Sell |
180,982
-24,160
| -12% | -$2.18M | 0.45% | 46 |
|
|
2022
Q1 | $16.9M | Sell |
205,142
-45,213
| -18% | -$3.51M | 0.44% | 50 |
|
|
2021
Q4 | $15.3M | Buy |
250,355
+6,695
| +3% | +$418K | 0.39% | 54 |
|
|
2021
Q3 | $14.3M | Sell |
243,660
-71,851
| -23% | -$4.09M | 0.4% | 51 |
|
|
2021
Q2 | $19.9M | Buy |
315,511
+2,364
| +0.8% | +$141K | 0.58% | 33 |
|
|
2021
Q1 | $17.5M | Sell |
313,147
-86,397
| -22% | -$4.53M | 0.57% | 36 |
|
|
2020
Q4 | $13.7M | Sell |
399,544
-3,573
| -0.9% | -$134K | 0.58% | 42 |
|
|
2020
Q3 | $13.8M | Buy |
403,117
+93,106
| +30% | +$3.81M | 0.58% | 42 |
|
|
2020
Q2 | $13.9M | Buy |
310,011
+10,466
| +3% | +$469K | 0.63% | 33 |
|
|
2020
Q1 | $11.4M | Buy |
299,545
+89,774
| +43% | +$4.96M | 0.61% | 35 |
|
|
2019
Q4 | $14.6M | Buy |
209,771
+18,358
| +10% | +$1.27M | 0.65% | 27 |
|
|
2019
Q3 | $13.5M | Buy |
191,413
+17,677
| +10% | +$1.28M | 0.66% | 25 |
|
|
2019
Q2 | $13.3M | Buy |
173,736
+38,322
| +28% | +$2.97M | 0.68% | 24 |
|
|
2019
Q1 | $10.9M | Sell |
135,414
-12,300
| -8% | -$938K | 0.71% | 25 |
|
|
2018
Q4 | $10.1M | Sell |
147,714
-1,494
| -1% | -$117K | 0.6% | 21 |
|
|
2018
Q3 | $12.7M | Buy |
149,208
+8,041
| +6% | +$657K | 0.65% | 18 |
|
|
2018
Q2 | $11.7M | Buy |
141,167
+6,212
| +5% | +$495K | 0.62% | 21 |
|
|
2018
Q1 | $10.1M | Buy |
134,955
+107,856
| +398% | +$8.62M | 0.55% | 24 |
|
|
2017
Q4 | $2.27M | Sell |
27,099
-723
| -3% | -$59.8K | 0.13% | 93 |
|
|
2017
Q3 | $2.28M | Sell |
27,822
-74,851
| -73% | -$5.94M | 0.15% | 89 |
|
|
2017
Q2 | $8.29M | Sell |
102,673
-2,588
| -2% | -$212K | 0.58% | 24 |
|
|
2017
Q1 | $8.63M | Buy |
105,261
+12,573
| +14% | +$1.05M | 0.66% | 23 |
|
|
2016
Q4 | $8.37M | Buy |
92,688
+12,732
| +16% | +$1.11M | 0.73% | 22 |
|
|
2016
Q3 | $6.98M | Buy |
79,956
+7,625
| +11% | +$676K | 0.69% | 25 |
|
|
2016
Q2 | $6.78M | Buy |
72,331
+7,064
| +11% | +$625K | 0.73% | 23 |
|
|
2016
Q1 | $5.46M | Buy |
65,267
+5,493
| +9% | +$440K | 0.67% | 23 |
|
|
2015
Q4 | $4.66M | Buy |
59,774
+1,551
| +3% | +$124K | 0.62% | 25 |
|
|
2015
Q3 | $4.33M | Buy |
58,223
+1,428
| +3% | +$110K | 0.61% | 28 |
|
|
2015
Q2 | $4.72M | Buy |
56,795
+6,055
| +12% | +$521K | 0.65% | 27 |
|
|
2015
Q1 | $4.31M | Buy |
50,740
+2,645
| +5% | +$235K | 0.64% | 30 |
|
|
2014
Q4 | $4.45M | Buy |
48,095
+35,765
| +290% | +$3.34M | 0.73% | 24 |
|
|
2014
Q3 | $1.16M | Sell |
12,330
-23,535
| -66% | -$2.34M | 0.21% | 101 |
|
|
2014
Q2 | $3.61M | Buy |
35,865
+13,253
| +59% | +$1.34M | 0.71% | 23 |
|
|
2014
Q1 | $2.21M | Buy |
22,612
+21,029
| +1,328% | +$2M | 0.51% | 38 |
|
|
2013
Q4 | $160K | Sell |
1,583
-317
| -17% | -$29.3K | 0.04% | 169 |
|
|
2013
Q3 | $163K | Sell |
1,900
-3,258
| -63% | -$294K | 0.05% | 138 |
|
|
2013
Q2 | $466K | Buy |
+5,158
| New | +$464K | 0.18% | 93 |
|
Other funds holding XOM
FWIA
Gradient Investments's XOM Position: Q2 2026 in Review
Gradient Investments increased its ExxonMobil (XOM) stake by 1.5% in Q2 2026, buying an estimated $319K and bringing the position to 141,859 shares worth $19.4M. The position accounts for 0.27% of the portfolio, ranked #116.
Gradient Investments first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.7M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Gradient Investments held 141,859 shares of ExxonMobil worth $19.4M as of Q2 2026.
- Gradient Investments bought 2,130 ExxonMobil shares in Q2 2026, an estimated $319K.
- ExxonMobil made up 0.27% of Gradient Investments's portfolio in Q2 2026, its #116 holding.
- Gradient Investments first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
- Gradient Investments's ExxonMobil position peaked at $23.7M in Q1 2026.
- 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.