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Accredited Wealth Management’s ExxonMobil XOM Stock Holding History

Accredited 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 		$46.1K Sell
54
-354
-87% -$39.4K 0.03% 144
2025
Q2 		$44K Buy
408
+1
+0.2% +$107 0.04% 146
2025
Q1 		$48.4K Sell
407
-104
-20% -$11.5K 0.04% 126
2024
Q4 		$55K Buy
+511
New +$59.8K 0.05% 132

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

Accredited Wealth Management's XOM Position: Q3 2025 in Review

Accredited Wealth Management reduced its ExxonMobil (XOM) stake by 87% in Q3 2025, selling an estimated $39.4K and leaving 54 shares worth $46.1K. The position accounts for 0.03% of the portfolio, ranked #144.

Accredited Wealth Management first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $55K in Q4 2024. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Accredited Wealth Management held 54 shares of ExxonMobil worth $46.1K as of Q3 2025.
  • Accredited Wealth Management sold 354 ExxonMobil shares in Q3 2025, an estimated $39.4K.
  • ExxonMobil made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #144 holding.
  • Accredited Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's ExxonMobil position peaked at $55K in Q4 2024.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.