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Anderson Financial Strategies’s ExxonMobil XOM Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-1,000
Closed -$119K – 236
2025
Q1 		$119K Hold
1,000
– – 0.07% 77
2024
Q4 		$108K Buy
+1,000
New +$117K 0.06% 53

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Anderson Financial Strategies's XOM Position: Q2 2025 in Review

Anderson Financial Strategies sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,000 shares — an estimated $119K sold.

Anderson Financial Strategies first reported a position in XOM in Q4 2024 and held it in 2 quarters. The position peaked at $119K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Anderson Financial Strategies reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,000 ExxonMobil shares in Q2 2025, an estimated $119K.
  • Anderson Financial Strategies first reported a position in ExxonMobil in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's ExxonMobil position peaked at $119K in Q1 2025.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.