Guardian Financial Partners’s ExxonMobil XOM Stock Holding History

Guardian Financial Partners’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	–	Sell	-1,281	Closed	-$217K	–	74
2026 Q1	$217K	Buy	+1,281	New	+$187K	0.09%	65
2022 Q3	–	Sell	-3,344	Closed	-$286K	–	40
2022 Q2	$286K	Sell	3,344 -1,964	-37%	-$177K	0.32%	30
2022 Q1	$452K	Buy	5,308 +2,015	+61%	+$157K	0.47%	23
2021 Q4	$202K	Buy	+3,293	New	+$206K	0.19%	37

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

Guardian Financial Partners's XOM Position: Q2 2026 in Review

Guardian Financial Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,281 shares — an estimated $217K sold.

Guardian Financial Partners first reported a position in XOM in Q4 2021 and held it in 4 quarters. The position peaked at $452K in Q1 2022. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Guardian Financial Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Guardian Financial Partners sold 1,281 ExxonMobil shares in Q2 2026, an estimated $217K.
Guardian Financial Partners first reported a position in ExxonMobil in Q4 2021 and held it in 4 quarters.
Guardian Financial Partners's ExxonMobil position peaked at $452K in Q1 2022.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.