Gruss & Co’s ExxonMobil XOM Stock Holding History

Gruss & Co’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 Q3	$814K	Buy	+5,000	New	+$782K	0.68%	17
2023 Q2	–	Sell	-3,000	Closed	-$329K	–	27
2023 Q1	$329K	Buy	3,000 +500	+20%	+$55.3K	2.08%	16
2022 Q4	$276K	Buy	+2,500	New	+$268K	1.7%	14
2022 Q2	–	Sell	-4,000	Closed	-$330K	–	27
2022 Q1	$330K	Hold	4,000	–	–	1.47%	21
2021 Q4	$245K	Hold	4,000	–	–	0.66%	32
2021 Q3	$235K	Hold	4,000	–	–	0.66%	27
2021 Q2	$252K	Hold	4,000	–	–	0.91%	21
2021 Q1	$223K	Buy	+4,000	New	+$210K	0.93%	22
2020 Q4	–	Sell	-6,300	Closed	-$216K	–	32
2020 Q3	$216K	Buy	+6,300	New	+$258K	0.06%	20
2020 Q2	–	Sell	-6,000	Closed	-$228K	–	36
2020 Q1	$228K	Buy	+6,000	New	+$331K	0.42%	22
2014 Q3	–	Sell	-10,000	Closed	-$1.01M	–	53
2014 Q2	$1.01M	Buy	+10,000	New	+$1.01M	1.14%	29

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gruss & Co's XOM Position: Q3 2026 in Review

Gruss & Co opened a new position in ExxonMobil (XOM) in Q3 2026: 5,000 shares worth $814K. The stake represents 0.68% of the portfolio and ranks #17 among its holdings. This is a return to the name: Gruss & Co previously reported a position in XOM as recently as Q1 2023.

Gruss & Co first reported a position in XOM in Q2 2014 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2014. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Gruss & Co held 5,000 shares of ExxonMobil worth $814K as of Q3 2026.
ExxonMobil was a new Gruss & Co position in Q3 2026.
ExxonMobil made up 0.68% of Gruss & Co's portfolio in Q3 2026, its #17 holding.
Gruss & Co first reported a position in ExxonMobil in Q2 2014 and has held it in 11 quarters since.
Gruss & Co's ExxonMobil position peaked at $1.01M in Q2 2014.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Gruss & Co's 13F filing for Q3 2026, filed 2 Nov 2026.