AFWM
XOM icon

Abich Financial Wealth Management’s ExxonMobil XOM Stock Holding History

Abich Financial 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
2025
Q3 		$574K Buy
+5,094
New +$566K 0.2% 29
2024
Q3 		$332K Sell
2,832
-441
-13% -$50.9K 0.75% 11
2024
Q2 		$377K Buy
3,273
+1,116
+52% +$130K 0.26% 16
2024
Q1 		$251K Buy
2,157
+613
+40% +$64.1K 0.19% 22
2023
Q4 		$154K Buy
+1,544
New +$162K 0.15% 24

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's XOM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2025: 5,094 shares worth $574K. The stake represents 0.2% of the portfolio and ranks #29 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XOM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in XOM in Q4 2023 and has held it in 5 quarters since. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Abich Financial Wealth Management held 5,094 shares of ExxonMobil worth $574K as of Q3 2025.
  • ExxonMobil was a new Abich Financial Wealth Management position in Q3 2025.
  • ExxonMobil made up 0.2% of Abich Financial Wealth Management's portfolio in Q3 2025, its #29 holding.
  • Abich Financial Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 5 quarters since.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.