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Guardian Wealth Advisors (Minnesota)’s ExxonMobil XOM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$1.02M Sell
6,001
-585
-9% -$85.4K 0.59% 18
2025
Q4 		$793K Sell
6,586
-649
-9% -$75.3K 0.45% 23
2025
Q3 		$816K Sell
7,235
-35
-0.5% -$3.89K 0.46% 25
2025
Q2 		$784K Buy
7,270
+52
+0.7% +$5.56K 0.46% 26
2025
Q1 		$858K Buy
7,218
+310
+4% +$34.3K 0.55% 24
2024
Q4 		$743K Sell
6,908
-157
-2% -$18.4K 0.48% 27
2024
Q3 		$828K Sell
7,065
-56
-0.8% -$6.47K 0.51% 28
2024
Q2 		$820K Sell
7,121
-38
-0.5% -$4.43K 0.53% 24
2024
Q1 		$832K Sell
7,159
-70
-1% -$7.32K 0.54% 24
2023
Q4 		$723K Sell
7,229
-283
-4% -$29.7K 0.5% 27
2023
Q3 		$883K Buy
7,512
+34
+0.5% +$3.73K 0.68% 18
2023
Q2 		$802K Sell
7,478
-101
-1% -$11K 0.59% 20
2023
Q1 		$831K Buy
7,579
+362
+5% +$40K 0.65% 21
2022
Q4 		$796K Sell
7,217
-198
-3% -$21.2K 0.71% 21
2022
Q3 		$647K Buy
7,415
+238
+3% +$21.7K 0.63% 24
2022
Q2 		$615K Buy
7,177
+11
+0.2% +$992 0.57% 27
2022
Q1 		$592K Sell
7,166
-201
-3% -$15.6K 0.49% 31
2021
Q4 		$451K Buy
7,367
+245
+3% +$15.3K 0.36% 45
2021
Q3 		$419K Sell
7,122
-1,221
-15% -$69.6K 0.37% 43
2021
Q2 		$526K Buy
8,343
+663
+9% +$39.6K 0.46% 42
2021
Q1 		$429K Buy
7,680
+433
+6% +$22.7K 0.4% 44
2020
Q4 		$299K Buy
+7,247
New +$272K 0.3% 52

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

Guardian Wealth Advisors (Minnesota)'s XOM Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its ExxonMobil (XOM) stake by 8.9% in Q1 2026, selling an estimated $85.4K and leaving 6,001 shares worth $1.02M. The position accounts for 0.59% of the portfolio, ranked #18.

Guardian Wealth Advisors (Minnesota) first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 6,001 shares of ExxonMobil worth $1.02M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 585 ExxonMobil shares in Q1 2026, an estimated $85.4K.
  • ExxonMobil made up 0.59% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #18 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.