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Apexium Financial’s ExxonMobil XOM Stock Holding History

Apexium Financial’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 		$1.75M Buy
15,531
+933
+6% +$104K 0.09% 95
2025
Q2 		$1.57M Buy
14,598
+517
+4% +$55.3K 0.08% 95
2025
Q1 		$1.67M Buy
14,081
+2,599
+23% +$287K 0.1% 94
2024
Q4 		$1.24M Buy
11,482
+1,842
+19% +$215K 0.08% 92
2024
Q3 		$1.13M Buy
9,640
+141
+1% +$16.3K 0.07% 90
2024
Q2 		$1.09M Sell
9,499
-15
-0.2% -$1.75K 0.08% 86
2024
Q1 		$1.11M Sell
9,514
-444
-4% -$46.5K 0.08% 87
2023
Q4 		$996K Buy
9,958
+484
+5% +$50.9K 0.07% 114
2023
Q3 		$1.11M Buy
9,474
+5
+0.1% +$548 0.11% 79
2023
Q2 		$1.02M Sell
9,469
-33
-0.3% -$3.6K 0.09% 84
2023
Q1 		$1.04M Sell
9,502
-63
-0.7% -$6.97K 0.1% 81
2022
Q4 		$1.05M Sell
9,565
-86
-0.9% -$9.21K 0.11% 76
2022
Q3 		$843K Buy
+9,651
New +$881K 0.1% 82

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

Apexium Financial's XOM Position: Q3 2025 in Review

Apexium Financial increased its ExxonMobil (XOM) stake by 6.4% in Q3 2025, buying an estimated $104K and bringing the position to 15,531 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #95.

Apexium Financial first reported a position in XOM in Q3 2022 and has held it in 13 quarters since. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Apexium Financial held 15,531 shares of ExxonMobil worth $1.75M as of Q3 2025.
  • Apexium Financial bought 933 ExxonMobil shares in Q3 2025, an estimated $104K.
  • ExxonMobil made up 0.09% of Apexium Financial's portfolio in Q3 2025, its #95 holding.
  • Apexium Financial first reported a position in ExxonMobil in Q3 2022 and has held it in 13 quarters since.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.