Benchmark Wealth Management’s ExxonMobil XOM Stock Holding History

Benchmark Wealth Management’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	$625K	Hold	5,798	–	–	0.28%	40
2025 Q1	$690K	Hold	5,798	–	–	0.33%	34
2024 Q4	$624K	Hold	5,798	–	–	0.31%	31
2024 Q3	$680K	Hold	5,798	–	–	0.34%	31
2024 Q2	$667K	Hold	5,798	–	–	0.36%	29
2024 Q1	$674K	Hold	5,798	–	–	0.37%	28
2023 Q4	$580K	Sell	5,798 -48	-0.8%	-$5.04K	0.34%	28
2023 Q3	$687K	Hold	5,846	–	–	0.44%	25
2023 Q2	$627K	Hold	5,846	–	–	0.38%	27
2023 Q1	$678K	Hold	5,846	–	–	0.43%	27
2022 Q4	$645K	Hold	5,846	–	–	0.46%	23
2022 Q3	$510K	Hold	5,846	–	–	0.4%	26
2022 Q2	$501K	Buy	5,846 +531	+10%	+$47.9K	0.37%	28
2022 Q1	$439K	Hold	5,315	–	–	0.3%	28
2021 Q4	$325K	Hold	5,315	–	–	0.21%	35
2021 Q3	$313K	Hold	5,315	–	–	0.22%	33
2021 Q2	$335K	Hold	5,315	–	–	0.23%	32
2021 Q1	$297K	Hold	5,315	–	–	0.22%	30
2020 Q4	$219K	Buy	+5,315	New	+$199K	0.17%	45
2020 Q3	–	Sell	-5,294	Closed	-$237K	–	49
2020 Q2	$237K	Hold	5,294	–	–	0.2%	38
2020 Q1	$201K	Hold	5,294	–	–	0.2%	41
2019 Q4	$369K	Buy	+5,294	New	+$366K	0.32%	26

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

Benchmark Wealth Management's XOM Position: Q2 2025 in Review

Benchmark Wealth Management held its ExxonMobil (XOM) position steady in Q2 2025 at 5,798 shares worth $625K. The position accounts for 0.28% of the portfolio, ranked #40.

Benchmark Wealth Management first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. The position peaked at $690K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Benchmark Wealth Management held 5,798 shares of ExxonMobil worth $625K as of Q2 2025.
Benchmark Wealth Management left its ExxonMobil share count unchanged in Q2 2025.
ExxonMobil made up 0.28% of Benchmark Wealth Management's portfolio in Q2 2025, its #40 holding.
Benchmark Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
Benchmark Wealth Management's ExxonMobil position peaked at $690K in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.