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Brass Tax Wealth Management’s ExxonMobil XOM Stock Holding History

Brass Tax 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
Q3 		$961K Buy
8,523
+883
+12% +$98.2K 0.16% 63
2025
Q2 		$824K Buy
7,640
+79
+1% +$8.45K 0.16% 70
2025
Q1 		$899K Buy
7,561
+2
+0% +$221 0.19% 59
2024
Q4 		$813K Sell
7,559
-375
-5% -$43.9K 0.17% 63
2024
Q3 		$930K Buy
7,934
+1,296
+20% +$150K 0.2% 54
2024
Q2 		$764K Buy
6,638
+3,540
+114% +$412K 0.33% 46
2024
Q1 		$360K Buy
+3,098
New +$324K 0.19% 66

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's XOM Position: Q3 2025 in Review

Brass Tax Wealth Management increased its ExxonMobil (XOM) stake by 12% in Q3 2025, buying an estimated $98.2K and bringing the position to 8,523 shares worth $961K. The position accounts for 0.16% of the portfolio, ranked #63.

Brass Tax Wealth Management first reported a position in XOM in Q1 2024 and has held it in 7 quarters since. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Brass Tax Wealth Management held 8,523 shares of ExxonMobil worth $961K as of Q3 2025.
  • Brass Tax Wealth Management bought 883 ExxonMobil shares in Q3 2025, an estimated $98.2K.
  • ExxonMobil made up 0.16% of Brass Tax Wealth Management's portfolio in Q3 2025, its #63 holding.
  • Brass Tax Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 7 quarters since.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.