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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
Q2 		$2.27M Hold
16,625
– – 1.33% 20
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
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

Guided Capital Wealth Management's XOM Position: Q2 2026 in Review

Guided Capital Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 16,625 shares worth $2.27M. The position accounts for 1.33% of the portfolio, ranked #20.

Guided Capital Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Guided Capital Wealth Management held 16,625 shares of ExxonMobil worth $2.27M as of Q2 2026.
  • Guided Capital Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 1.33% of Guided Capital Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Guided Capital Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Guided Capital Wealth Management's ExxonMobil position peaked at $2.82M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.