Blue Zone Wealth Advisors’s ExxonMobil XOM Stock Holding History

Blue Zone Wealth Advisors’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	–	Sell	-1,800	Closed	-$214K	–	115
2025 Q1	$214K	Sell	1,800 -533	-23%	-$58.9K	0.06%	97
2024 Q4	$251K	Buy	2,333 +40	+2%	+$4.68K	0.07%	91
2024 Q3	$269K	Buy	+2,293	New	+$265K	0.08%	84
2023 Q4	–	Sell	-1,750	Closed	-$206K	–	86
2023 Q3	$206K	Buy	+1,750	New	+$192K	0.09%	74
2020 Q2	–	Sell	-7,873	Closed	-$299K	–	66
2020 Q1	$299K	Buy	+7,873	New	+$435K	0.28%	39

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

Blue Zone Wealth Advisors's XOM Position: Q2 2025 in Review

Blue Zone Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,800 shares — an estimated $214K sold.

Blue Zone Wealth Advisors first reported a position in XOM in Q1 2020 and held it in 5 quarters. The position peaked at $299K in Q1 2020. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Blue Zone Wealth Advisors reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Blue Zone Wealth Advisors sold 1,800 ExxonMobil shares in Q2 2025, an estimated $214K.
Blue Zone Wealth Advisors first reported a position in ExxonMobil in Q1 2020 and held it in 5 quarters.
Blue Zone Wealth Advisors's ExxonMobil position peaked at $299K in Q1 2020.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.