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GWN Securities’s ExxonMobil XOM Stock Holding History

GWN Securities’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 		$877K Sell
6,414
-116
-2% -$17.4K 0.15% 177
2026
Q1 		$1.11M Sell
6,530
-535
-8% -$78.1K 0.21% 116
2025
Q4 		$850K Buy
7,065
+1,517
+27% +$176K 0.17% 143
2025
Q3 		$628K Sell
5,548
-1,669
-23% -$186K 0.15% 162
2025
Q2 		$780K Sell
7,217
-30,877
-81% -$3.3M 0.14% 143
2025
Q1 		$4.37M Sell
38,094
-20,635
-35% -$2.28M 0.25% 100
2024
Q4 		$6.38M Buy
+58,729
New +$6.87M 1.71% 8

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

GWN Securities's XOM Position: Q2 2026 in Review

GWN Securities reduced its ExxonMobil (XOM) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 6,414 shares worth $877K. The position accounts for 0.15% of the portfolio, ranked #177.

GWN Securities first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.38M in Q4 2024. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • GWN Securities held 6,414 shares of ExxonMobil worth $877K as of Q2 2026.
  • GWN Securities sold 116 ExxonMobil shares in Q2 2026, an estimated $17.4K.
  • ExxonMobil made up 0.15% of GWN Securities's portfolio in Q2 2026, its #177 holding.
  • GWN Securities first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's ExxonMobil position peaked at $6.38M in Q4 2024.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.