Avantax Advisory Services’s ExxonMobil XOM Stock Holding History

Avantax Advisory Services’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	$82M	Buy	760,847 +2,701	+0.4%	+$289K	0.45%	31
2025 Q1	$90.2M	Buy	758,146 +35,665	+5%	+$3.94M	0.55%	26
2024 Q4	$77.7M	Buy	722,481 +48,431	+7%	+$5.67M	0.49%	28
2024 Q3	$79M	Buy	674,050 +16,995	+3%	+$1.96M	0.52%	26
2024 Q2	$75.6M	Buy	657,055 +262,030	+66%	+$30.5M	0.54%	25
2024 Q1	$45.9M	Buy	395,025 +20,691	+6%	+$2.16M	0.41%	29
2023 Q4	$37.4M	Buy	374,334 +41,590	+12%	+$4.37M	0.37%	32
2023 Q3	$39.1M	Sell	332,744 -31,280	-9%	-$3.43M	0.44%	28
2023 Q2	$39M	Buy	364,024 +295	+0.1%	+$32.2K	0.45%	29
2023 Q1	$39.9M	Sell	363,729 -29,490	-7%	-$3.26M	0.49%	26
2022 Q4	$43.4M	Buy	393,219 +38,198	+11%	+$4.09M	0.58%	22
2022 Q3	$31M	Sell	355,021 -51,498	-13%	-$4.7M	0.48%	25
2022 Q2	$34.8M	Buy	406,519 +33,119	+9%	+$2.99M	0.52%	23
2022 Q1	$30.8M	Buy	373,400 +18,673	+5%	+$1.45M	0.42%	31
2021 Q4	$21.7M	Buy	354,727 +14,956	+4%	+$935K	0.33%	47
2021 Q3	$20M	Buy	339,771 +27,031	+9%	+$1.54M	0.33%	43
2021 Q2	$19.7M	Buy	312,740 +11,225	+4%	+$670K	0.36%	43
2021 Q1	$16.8M	Buy	301,515 +24,708	+9%	+$1.3M	0.36%	47
2020 Q4	$11.4M	Sell	276,807 -304,419	-52%	-$11.4M	0.27%	59
2020 Q3	$19.9M	Buy	581,226 +347,639	+149%	+$14.2M	0.32%	54
2020 Q2	$10.4M	Buy	233,587 +28,753	+14%	+$1.29M	0.3%	56
2020 Q1	$7.79M	Buy	204,834 +32,872	+19%	+$1.82M	0.23%	69
2019 Q4	$12M	Buy	171,962 +31,781	+23%	+$2.2M	0.28%	56
2019 Q3	$9.89M	Buy	140,181 +10,947	+8%	+$792K	0.4%	33
2019 Q2	$9.9M	Buy	129,234 +26,558	+26%	+$2.06M	0.44%	30
2019 Q1	$8.3M	Buy	102,676 +18,753	+22%	+$1.43M	0.44%	25
2018 Q4	$5.72M	Buy	+83,923	New	+$6.58M	0.96%	23

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's XOM Position: Q2 2025 in Review

Avantax Advisory Services increased its ExxonMobil (XOM) stake by 0.36% in Q2 2025, buying an estimated $289K and bringing the position to 760,847 shares worth $82M. The position accounts for 0.45% of the portfolio, ranked #31.

Avantax Advisory Services first reported a position in XOM in Q4 2018 and has held it in 27 quarters since. The position peaked at $90.2M in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Avantax Advisory Services held 760,847 shares of ExxonMobil worth $82M as of Q2 2025.
Avantax Advisory Services bought 2,701 ExxonMobil shares in Q2 2025, an estimated $289K.
ExxonMobil made up 0.45% of Avantax Advisory Services's portfolio in Q2 2025, its #31 holding.
Avantax Advisory Services first reported a position in ExxonMobil in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's ExxonMobil position peaked at $90.2M in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.