Aveo Capital Partners’s ExxonMobil XOM Stock Holding History

Aveo Capital Partners’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
2020 Q3	–	Sell	-10,000	Closed	-$16K	–	193
2020 Q2	$16K	Buy	+10,000	New	+$449K	0.03%	59

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

Aveo Capital Partners's XOM Position: Q2 2025 in Review

Aveo Capital Partners sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 22,850 shares — an estimated $2.39M sold.

Aveo Capital Partners first reported a position in XOM in Q4 2016 and held it in 32 quarters. The position peaked at $3.43M in Q1 2024. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Aveo Capital Partners reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 22,850 ExxonMobil shares in Q2 2025, an estimated $2.39M.
Aveo Capital Partners first reported a position in ExxonMobil in Q4 2016 and held it in 32 quarters.
Aveo Capital Partners's ExxonMobil position peaked at $3.43M in Q1 2024.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.