APW
XOM icon

Austin Private Wealth’s ExxonMobil XOM Stock Holding History

Austin Private Wealth’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
Q4 		$4.4M Sell
36,599
-734
-2% -$85.1K 0.33% 51
2025
Q3 		$4.21M Sell
37,333
-3,813
-9% -$424K 0.32% 54
2025
Q2 		$4.44M Sell
41,146
-1,073
-3% -$115K 0.35% 51
2025
Q1 		$5.02M Sell
42,219
-1,525
-3% -$169K 0.45% 40
2024
Q4 		$4.71M Buy
43,744
+3,595
+9% +$421K 0.44% 36
2024
Q3 		$4.71M Sell
40,149
-444
-1% -$51.3K 0.45% 33
2024
Q2 		$4.67M Buy
40,593
+529
+1% +$61.6K 0.5% 33
2024
Q1 		$4.78M Buy
40,064
+375
+0.9% +$39.2K 0.55% 32
2023
Q4 		$3.97M Buy
39,689
+124
+0.3% +$13K 0.5% 33
2023
Q3 		$4.65M Buy
39,565
+644
+2% +$70.6K 0.67% 30
2023
Q2 		$4.17M Buy
38,921
+2,637
+7% +$288K 0.6% 27
2023
Q1 		$3.98M Buy
36,284
+3,909
+12% +$432K 0.63% 25
2022
Q4 		$3.57M Sell
32,375
-265
-0.8% -$28.4K 0.63% 28
2022
Q3 		$2.85M Buy
32,640
+39
+0.1% +$3.56K 0.6% 28
2022
Q2 		$2.79M Sell
32,601
-2,106
-6% -$190K 0.62% 28
2022
Q1 		$2.87M Sell
34,707
-10,158
-23% -$790K 0.57% 27
2021
Q4 		$2.75M Sell
44,865
-3,440
-7% -$215K 0.55% 29
2021
Q3 		$2.84M Buy
48,305
+16,014
+50% +$913K 0.6% 27
2021
Q2 		$2.04M Sell
32,291
-10,002
-24% -$597K 0.47% 28
2021
Q1 		$2.36M Sell
42,293
-1,077
-2% -$56.5K 0.62% 23
2020
Q4 		$1.79M Buy
43,370
+26,856
+163% +$1.01M 0.52% 29
2020
Q3 		$567K Buy
16,514
+79
+0.5% +$3.23K 0.21% 43
2020
Q2 		$735K Buy
16,435
+393
+2% +$17.6K 0.32% 34
2020
Q1 		$609K Sell
16,042
-4,183
-21% -$231K 0.37% 30
2019
Q4 		$1.41M Buy
+20,225
New +$1.4M 0.74% 19

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Austin Private Wealth's XOM Position: Q4 2025 in Review

Austin Private Wealth reduced its ExxonMobil (XOM) stake by 2% in Q4 2025, selling an estimated $85.1K and leaving 36,599 shares worth $4.4M. The position accounts for 0.33% of the portfolio, ranked #51.

Austin Private Wealth first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.02M in Q1 2025. 4,543 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Austin Private Wealth held 36,599 shares of ExxonMobil worth $4.4M as of Q4 2025.
  • Austin Private Wealth sold 734 ExxonMobil shares in Q4 2025, an estimated $85.1K.
  • ExxonMobil made up 0.33% of Austin Private Wealth's portfolio in Q4 2025, its #51 holding.
  • Austin Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's ExxonMobil position peaked at $5.02M in Q1 2025.
  • 4,543 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.