Guided Capital Wealth Management’s ExxonMobil XOM Stock Holding History

Guided Capital Wealth 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 Q1	$2.82M	Sell	16,625 -30	-0.2%	-$4.38K	1.86%	17
2025 Q4	$2M	Sell	16,655 -417	-2%	-$48.4K	1.4%	24
2025 Q3	$1.92M	Hold	17,072	–	–	1.65%	21
2025 Q2	$1.84M	Sell	17,072 -507	-3%	-$54.2K	1.42%	23
2025 Q1	$2.09M	Sell	17,579 -14	-0.1%	-$1.55K	1.75%	18
2024 Q4	$1.89M	Buy	+17,593	New	+$2.06M	1.73%	14

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guided Capital Wealth Management's XOM Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its ExxonMobil (XOM) stake by 0.18% in Q1 2026, selling an estimated $4.38K and leaving 16,625 shares worth $2.82M. The position accounts for 1.86% of the portfolio, ranked #17.

Guided Capital Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Guided Capital Wealth Management held 16,625 shares of ExxonMobil worth $2.82M as of Q1 2026.
Guided Capital Wealth Management sold 30 ExxonMobil shares in Q1 2026, an estimated $4.38K.
ExxonMobil made up 1.86% of Guided Capital Wealth Management's portfolio in Q1 2026, its #17 holding.
Guided Capital Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.