Granite Bay Wealth Management’s ExxonMobil XOM Stock Holding History

Granite Bay Wealth 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 Q2	$4.22M	Buy	30,865 +26,791	+658%	+$4.01M	0.39%	49
2026 Q1	$691K	Sell	4,074 -842	-17%	-$123K	0.15%	47
2025 Q4	$592K	Buy	4,916 +1,060	+27%	+$123K	0.14%	48
2025 Q3	$435K	Hold	3,856	–	–	0.11%	52
2025 Q2	$416K	Buy	3,856 +390	+11%	+$41.7K	0.13%	43
2025 Q1	$412K	Sell	3,466 -592	-15%	-$65.5K	0.14%	47
2024 Q4	$437K	Buy	4,058 +100	+3%	+$11.7K	0.16%	47
2024 Q3	$464K	Hold	3,958	–	–	0.26%	28
2024 Q2	$456K	Buy	3,958 +1,231	+45%	+$143K	0.24%	41
2024 Q1	$317K	Sell	2,727 -181,674	-99%	-$19M	0.18%	61
2023 Q4	$19.4M	Sell	184,401 -600	-0.3%	-$63.1K	0.17%	60
2023 Q3	$20.3M	Buy	185,001 +181,974	+6,012%	+$20M	0.2%	56
2023 Q2	$325K	Hold	3,027	–	–	0.3%	39
2023 Q1	$332K	Sell	3,027 -380	-11%	-$42K	0.23%	54
2022 Q4	$376K	Buy	3,407 +354	+12%	+$37.9K	0.25%	43
2022 Q3	$267K	Sell	3,053 -66	-2%	-$6.03K	0.21%	46
2022 Q2	$267K	Sell	3,119 -494	-14%	-$44.6K	0.21%	46
2022 Q1	$298K	Buy	3,613 +194	+6%	+$15.1K	0.24%	45
2021 Q4	$209K	Buy	+3,419	New	+$214K	0.21%	58

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

Granite Bay Wealth Management's XOM Position: Q2 2026 in Review

Granite Bay Wealth Management increased its ExxonMobil (XOM) stake by 658% in Q2 2026, buying an estimated $4.01M and bringing the position to 30,865 shares worth $4.22M. The position accounts for 0.39% of the portfolio, ranked #49.

Granite Bay Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.3M in Q3 2023. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Granite Bay Wealth Management held 30,865 shares of ExxonMobil worth $4.22M as of Q2 2026.
Granite Bay Wealth Management bought 26,791 ExxonMobil shares in Q2 2026, an estimated $4.01M.
ExxonMobil made up 0.39% of Granite Bay Wealth Management's portfolio in Q2 2026, its #49 holding.
Granite Bay Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Granite Bay Wealth Management's ExxonMobil position peaked at $20.3M in Q3 2023.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.