Great Valley Advisor Group’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 | $6.83M | Sell |
49,992
-191
| -0.4% | -$28.6K | 0.11% | 179 |
|
|
2026
Q1 | $8.51M | Sell |
50,183
-3,346
| -6% | -$488K | 0.15% | 140 |
|
|
2025
Q4 | $6.44M | Sell |
53,529
-2,987
| -5% | -$346K | 0.12% | 158 |
|
|
2025
Q3 | $6.37M | Sell |
56,516
-2,075
| -4% | -$231K | 0.13% | 155 |
|
|
2025
Q2 | $6.32M | Buy |
58,591
+3,832
| +7% | +$410K | 0.14% | 150 |
|
|
2025
Q1 | $6.51M | Sell |
54,759
-28,830
| -34% | -$3.19M | 0.14% | 151 |
|
|
2024
Q4 | $8.99M | Buy |
83,589
+1,512
| +2% | +$177K | 0.2% | 114 |
|
|
2024
Q3 | $9.62M | Buy |
82,077
+10,835
| +15% | +$1.25M | 0.24% | 105 |
|
|
2024
Q2 | $8.2M | Buy |
71,242
+280
| +0.4% | +$32.6K | 0.23% | 104 |
|
|
2024
Q1 | $8.25M | Buy |
70,962
+13,834
| +24% | +$1.45M | 0.25% | 100 |
|
|
2023
Q4 | $5.71M | Buy |
57,128
+9,754
| +21% | +$1.03M | 0.2% | 128 |
|
|
2023
Q3 | $5.57M | Buy |
47,374
+3,654
| +8% | +$401K | 0.23% | 111 |
|
|
2023
Q2 | $4.69M | Buy |
43,720
+1,365
| +3% | +$149K | 0.2% | 129 |
|
|
2023
Q1 | $4.64M | Buy |
42,355
+7,654
| +22% | +$847K | 0.22% | 120 |
|
|
2022
Q4 | $3.83M | Sell |
34,701
-4,892
| -12% | -$524K | 0.2% | 132 |
|
|
2022
Q3 | $3.46M | Sell |
39,593
-4,674
| -11% | -$427K | 0.19% | 134 |
|
|
2022
Q2 | $3.79M | Buy |
44,267
+5,479
| +14% | +$494K | 0.21% | 129 |
|
|
2022
Q1 | $2.99M | Sell |
38,788
-1,163
| -3% | -$90.4K | 0.17% | 145 |
|
|
2021
Q4 | $2.42M | Sell |
39,951
-3,665
| -8% | -$229K | 0.15% | 159 |
|
|
2021
Q3 | $2.56M | Sell |
43,616
-18,873
| -30% | -$1.08M | 0.18% | 141 |
|
|
2021
Q2 | $3.88M | Buy |
62,489
+18,877
| +43% | +$1.13M | 0.29% | 90 |
|
|
2021
Q1 | $2.44M | Buy |
43,612
+148
| +0.3% | +$7.76K | 0.23% | 103 |
|
|
2020
Q4 | $1.79M | Buy |
43,464
+4,934
| +13% | +$185K | 0.19% | 122 |
|
|
2020
Q3 | $1.32M | Buy |
38,530
+22,228
| +136% | +$909K | 0.16% | 140 |
|
|
2020
Q2 | $728K | Buy |
16,302
+2,281
| +16% | +$102K | 0.12% | 182 |
|
|
2020
Q1 | $533K | Sell |
14,021
-2,764
| -16% | -$153K | 0.14% | 170 |
|
|
2019
Q4 | $1.17M | Sell |
16,785
-7,831
| -32% | -$542K | 0.26% | 119 |
|
|
2019
Q3 | $1.74M | Buy |
24,616
+3,335
| +16% | +$241K | 0.42% | 70 |
|
|
2019
Q2 | $1.63M | Buy |
21,281
+5,375
| +34% | +$416K | 0.41% | 77 |
|
|
2019
Q1 | $1.28M | Buy |
15,906
+531
| +3% | +$40.5K | 0.41% | 73 |
|
|
2018
Q4 | $1.05M | Buy |
+15,375
| New | +$1.21M | 0.39% | 65 |
|
Other funds holding XOM
Great Valley Advisor Group's XOM Position: Q2 2026 in Review
Great Valley Advisor Group reduced its ExxonMobil (XOM) stake by 0.38% in Q2 2026, selling an estimated $28.6K and leaving 49,992 shares worth $6.83M. The position accounts for 0.11% of the portfolio, ranked #179.
Great Valley Advisor Group first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.62M in Q3 2024. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Great Valley Advisor Group held 49,992 shares of ExxonMobil worth $6.83M as of Q2 2026.
- Great Valley Advisor Group sold 191 ExxonMobil shares in Q2 2026, an estimated $28.6K.
- ExxonMobil made up 0.11% of Great Valley Advisor Group's portfolio in Q2 2026, its #179 holding.
- Great Valley Advisor Group first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's ExxonMobil position peaked at $9.62M in Q3 2024.
- 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.