Grant Private Wealth Management’s ExxonMobil XOM Stock Holding History

Grant Private 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	$1.03M	Buy	7,514 +521	+7%	+$78K	0.43%	46
2026 Q1	$1.19M	Buy	6,993 +1,458	+26%	+$213K	0.63%	33
2025 Q4	$666K	Buy	5,535 +189	+4%	+$21.9K	0.4%	52
2025 Q3	$603K	Sell	5,346 -50,931	-91%	-$5.66M	0.37%	59
2025 Q2	$6.07M	Buy	56,277 +50,824	+932%	+$5.43M	3.44%	8
2025 Q1	$649K	Buy	5,453 +1,172	+27%	+$130K	0.7%	39
2024 Q4	$461K	Buy	+4,281	New	+$501K	0.5%	52

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grant Private Wealth Management's XOM Position: Q2 2026 in Review

Grant Private Wealth Management increased its ExxonMobil (XOM) stake by 7.5% in Q2 2026, buying an estimated $78K and bringing the position to 7,514 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #46.

Grant Private Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.07M in Q2 2025. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Grant Private Wealth Management held 7,514 shares of ExxonMobil worth $1.03M as of Q2 2026.
Grant Private Wealth Management bought 521 ExxonMobil shares in Q2 2026, an estimated $78K.
ExxonMobil made up 0.43% of Grant Private Wealth Management's portfolio in Q2 2026, its #46 holding.
Grant Private Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's ExxonMobil position peaked at $6.07M in Q2 2025.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.