GVAG
XOM icon

Great Valley Advisor Group’s ExxonMobil XOM Stock Holding History

Great Valley Advisor Group’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Great Valley Advisor Group's XOM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its ExxonMobil (XOM) stake by 6.3% in Q1 2026, selling an estimated $488K and leaving 50,183 shares worth $8.51M. The position accounts for 0.15% of the portfolio, ranked #140.

Great Valley Advisor Group first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.62M in Q3 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Great Valley Advisor Group held 50,183 shares of ExxonMobil worth $8.51M as of Q1 2026.
  • Great Valley Advisor Group sold 3,346 ExxonMobil shares in Q1 2026, an estimated $488K.
  • ExxonMobil made up 0.15% of Great Valley Advisor Group's portfolio in Q1 2026, its #140 holding.
  • Great Valley Advisor Group first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's ExxonMobil position peaked at $9.62M in Q3 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.