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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
Q2 		$798K Sell
5,833
-168
-3% -$25.1K 0.4% 24
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Advisors (Minnesota)'s XOM Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its ExxonMobil (XOM) stake by 2.8% in Q2 2026, selling an estimated $25.1K and leaving 5,833 shares worth $798K. The position accounts for 0.4% of the portfolio, ranked #24.

Guardian Wealth Advisors (Minnesota) first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,833 shares of ExxonMobil worth $798K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 168 ExxonMobil shares in Q2 2026, an estimated $25.1K.
  • ExxonMobil made up 0.4% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #24 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s ExxonMobil position peaked at $1.02M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.