Bordeaux Wealth Advisors’s ExxonMobil XOM Stock Holding History

Bordeaux 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	$1.39M	Sell	12,882 -1,017	-7%	-$109K	0.18%	50
2025 Q1	$1.65M	Buy	13,899 +2,365	+21%	+$262K	0.31%	45
2024 Q4	$1.24M	Sell	11,534 -925	-7%	-$108K	0.2%	49
2024 Q3	$1.46M	Buy	12,459 +2,362	+23%	+$273K	0.26%	44
2024 Q2	$1.16M	Buy	10,097 +24	+0.2%	+$2.79K	0.22%	50
2024 Q1	$1.17M	Buy	+10,073	New	+$1.05M	0.39%	36

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

Bordeaux Wealth Advisors's XOM Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2025, selling an estimated $109K and leaving 12,882 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #50.

Bordeaux Wealth Advisors first reported a position in XOM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2025. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Bordeaux Wealth Advisors held 12,882 shares of ExxonMobil worth $1.39M as of Q2 2025.
Bordeaux Wealth Advisors sold 1,017 ExxonMobil shares in Q2 2025, an estimated $109K.
ExxonMobil made up 0.18% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #50 holding.
Bordeaux Wealth Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 6 quarters since.
Bordeaux Wealth Advisors's ExxonMobil position peaked at $1.65M in Q1 2025.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.