Atria Wealth Solutions’s ExxonMobil XOM Stock Holding History

Atria Wealth Solutions’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	$12.7M	Sell	117,266 -108,796	-48%	-$11.6M	0.29%	76
2025 Q1	$26.9M	Sell	226,062 -39,022	-15%	-$4.32M	0.32%	60
2024 Q4	$28.5M	Buy	265,084 +13,708	+5%	+$1.6M	0.31%	66
2024 Q3	$29.5M	Sell	251,376 -8,939	-3%	-$1.03M	0.32%	57
2024 Q2	$30M	Buy	260,315 +20,078	+8%	+$2.34M	0.33%	49
2024 Q1	$27.9M	Sell	240,237 -2,737	-1%	-$286K	0.31%	58
2023 Q4	$24.3M	Sell	242,974 -175	-0.1%	-$18.4K	0.3%	66
2023 Q3	$28.6M	Sell	243,149 -7,939	-3%	-$871K	0.4%	45
2023 Q2	$26.9M	Sell	251,088 -15,006	-6%	-$1.64M	0.37%	46
2023 Q1	$29.2M	Sell	266,094 -29,387	-10%	-$3.25M	0.43%	39
2022 Q4	$32.6M	Sell	295,481 -7,065	-2%	-$757K	0.52%	27
2022 Q3	$26.4M	Buy	302,546 +14,003	+5%	+$1.28M	0.46%	37
2022 Q2	$24.7M	Buy	288,543 +58,859	+26%	+$5.31M	0.46%	42
2022 Q1	$19M	Buy	+229,684	New	+$17.9M	0.32%	65

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's XOM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ExxonMobil (XOM) stake by 48% in Q2 2025, selling an estimated $11.6M and leaving 117,266 shares worth $12.7M. The position accounts for 0.29% of the portfolio, ranked #76.

Atria Wealth Solutions first reported a position in XOM in Q1 2022 and has held it in 14 quarters since. The position peaked at $32.6M in Q4 2022. 4,210 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Atria Wealth Solutions held 117,266 shares of ExxonMobil worth $12.7M as of Q2 2025.
Atria Wealth Solutions sold 108,796 ExxonMobil shares in Q2 2025, an estimated $11.6M.
ExxonMobil made up 0.29% of Atria Wealth Solutions's portfolio in Q2 2025, its #76 holding.
Atria Wealth Solutions first reported a position in ExxonMobil in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's ExxonMobil position peaked at $32.6M in Q4 2022.
4,210 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.