GIM
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Guardian Investment Management’s ExxonMobil XOM Stock Holding History

Guardian Investment 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 		$1.75M Sell
12,829
-19
-0.1% -$2.84K 1.13% 25
2026
Q1 		$2.18M Sell
12,848
-649
-5% -$94.7K 1.72% 16
2025
Q4 		$1.62M Buy
13,497
+217
+2% +$25.2K 1.27% 21
2025
Q3 		$1.5M Buy
13,280
+1,541
+13% +$171K 1.27% 24
2025
Q2 		$1.27M Buy
11,739
+1,000
+9% +$107K 1.27% 24
2025
Q1 		$1.27M Sell
10,739
-2,600
-19% -$288K 1.07% 24
2024
Q4 		$1.43M Sell
13,339
-454
-3% -$53.1K 1.02% 24
2024
Q3 		$1.62M Hold
13,793
– – 1.39% 23
2024
Q2 		$1.59M Hold
13,793
– – 1.14% 28
2024
Q1 		$1.6M Sell
13,793
-600
-4% -$62.8K 1.29% 27
2023
Q4 		$1.44M Sell
14,393
-500
-3% -$52.6K 1.21% 26
2023
Q3 		$1.75M Hold
14,893
– – 1.59% 22
2023
Q2 		$1.6M Sell
14,893
-34,521
-70% -$3.77M 1.36% 24
2023
Q1 		$2.76M Buy
49,414
+32,540
+193% +$3.6M 2.07% 19
2022
Q4 		$1.86M Sell
16,874
-700
-4% -$75K 1.76% 22
2022
Q3 		$1.53M Hold
17,574
– – 1.55% 24
2022
Q2 		$1.5M Sell
17,574
-700
-4% -$63.1K 1.31% 30
2022
Q1 		$1.51M Sell
18,274
-15,850
-46% -$1.23M 1.17% 34
2021
Q4 		$2.09M Sell
34,124
-50
-0.1% -$3.13K 1.45% 28
2021
Q3 		$2.01M Sell
34,174
-15,039
-31% -$857K 1.48% 27
2021
Q2 		$3.1M Sell
49,213
-201
-0.4% -$12K 2.12% 20
2021
Q1 		$2.76M Sell
49,414
-13,347
-21% -$700K 1.96% 21
2020
Q4 		$2.59M Buy
62,761
+1,250
+2% +$46.9K 1.96% 22
2020
Q3 		$2.11M Buy
61,511
+14,375
+30% +$588K 1.84% 20
2020
Q2 		$2.11M Sell
47,136
-36
-0.1% -$1.61K 1.91% 19
2020
Q1 		$1.79M Sell
47,172
-2,924
-6% -$161K 1.83% 19
2019
Q4 		$3.5M Buy
50,096
+3,008
+6% +$208K 2.78% 11
2019
Q3 		$3.32M Buy
47,088
+1,058
+2% +$76.5K 2.95% 11
2019
Q2 		$3.53M Buy
46,030
+357
+0.8% +$27.6K 3.07% 10
2019
Q1 		$3.69M Sell
45,673
-93
-0.2% -$7.09K 3.2% 9
2018
Q4 		$3.12M Buy
45,766
+600
+1% +$47.1K 2.88% 12
2018
Q3 		$3.84M Sell
45,166
-287
-0.6% -$23.5K 3.38% 10
2018
Q2 		$3.76M Buy
45,453
+9,807
+28% +$781K 3.59% 7
2018
Q1 		$2.66M Buy
35,646
+556
+2% +$44.4K 2.83% 14
2017
Q4 		$2.94M Buy
35,090
+856
+3% +$70.8K 3.1% 10
2017
Q3 		$2.81M Buy
34,234
+300
+0.9% +$23.8K 3.1% 12
2017
Q2 		$2.74M Sell
33,934
-2,494
-7% -$204K 3.03% 12
2017
Q1 		$2.99M Buy
36,428
+3,906
+12% +$326K 3.25% 11
2016
Q4 		$2.94M Sell
32,522
-14,213
-30% -$1.24M 3.39% 8
2016
Q3 		$4.38M Hold
46,735
– – 4.87% 4
2016
Q2 		$4.38M Sell
46,735
-1,311
-3% -$116K 4.87% 4
2016
Q1 		$4.02M Sell
48,046
-1,815
-4% -$145K 4.6% 4
2015
Q4 		$3.87M Buy
49,861
+2,028
+4% +$162K 4.16% 5
2015
Q3 		$3.54M Sell
47,833
-2,167
-4% -$167K 3.93% 6
2015
Q2 		$4.14M Hold
50,000
– – 4.62% 3
2015
Q1 		$4.26M Hold
50,000
– – 4.74% 2
2014
Q4 		$4.62M Hold
50,000
– – 4.87% 2
2014
Q3 		$4.88M Hold
50,000
– – 5.65% 2
2014
Q2 		$5.03M Hold
50,000
– – 5.5% 2
2014
Q1 		$4.88M Buy
50,000
+2,000
+4% +$191K 5.65% 2
2013
Q4 		$4.82M Sell
48,000
-2,000
-4% -$185K 5.34% 2
2013
Q3 		$4.79M Sell
50,000
-5,000
-9% -$451K 6.52% 2
2013
Q2 		$4.99M Buy
+55,000
New +$4.95M 7.19% 2

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Guardian Investment Management's XOM Position: Q2 2026 in Review

Guardian Investment Management reduced its ExxonMobil (XOM) stake by 0.15% in Q2 2026, selling an estimated $2.84K and leaving 12,829 shares worth $1.75M. The position accounts for 1.13% of the portfolio, ranked #25.

Guardian Investment Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.03M in Q2 2014. 1,790 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Guardian Investment Management held 12,829 shares of ExxonMobil worth $1.75M as of Q2 2026.
  • Guardian Investment Management sold 19 ExxonMobil shares in Q2 2026, an estimated $2.84K.
  • ExxonMobil made up 1.13% of Guardian Investment Management's portfolio in Q2 2026, its #25 holding.
  • Guardian Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Guardian Investment Management's ExxonMobil position peaked at $5.03M in Q2 2014.
  • 1,790 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.