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Burt Wealth Advisors’s ExxonMobil XOM Stock Holding History

Burt 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
Q3 		$1.01M Sell
8,947
-725
-7% -$80.6K 0.25% 44
2025
Q2 		$1.04M Hold
9,672
– – 0.24% 40
2025
Q1 		$1.15M Sell
9,672
-290
-3% -$32.1K 0.29% 35
2024
Q4 		$1.07M Sell
9,962
-222
-2% -$26K 0.27% 39
2024
Q3 		$1.19M Sell
10,184
-1,881
-16% -$217K 0.29% 33
2024
Q2 		$1.39M Sell
12,065
-1,085
-8% -$126K 0.37% 31
2024
Q1 		$1.53M Buy
13,150
+1,225
+10% +$128K 0.39% 29
2023
Q4 		$1.19M Sell
11,925
-100
-0.8% -$10.5K 0.34% 33
2023
Q3 		$1.41M Sell
12,025
-463
-4% -$50.8K 0.43% 25
2023
Q2 		$1.34M Sell
12,488
-309
-2% -$33.7K 0.4% 26
2023
Q1 		$1.4M Buy
12,797
+23
+0.2% +$2.54K 0.44% 24
2022
Q4 		$1.41M Buy
12,774
+177
+1% +$19K 0.47% 23
2022
Q3 		$1.1M Sell
12,597
-171
-1% -$15.6K 0.44% 18
2022
Q2 		$1.09M Sell
12,768
-300
-2% -$27.1K 0.38% 21
2022
Q1 		$1.08M Sell
13,068
-637
-5% -$49.5K 0.32% 25
2021
Q4 		$839K Buy
13,705
+352
+3% +$22K 0.27% 34
2021
Q3 		$785K Buy
13,353
+2,644
+25% +$151K 0.25% 34
2021
Q2 		$676K Buy
10,709
+731
+7% +$43.6K 0.24% 35
2021
Q1 		$557K Sell
9,978
-185
-2% -$9.7K 0.21% 44
2020
Q4 		$419K Sell
10,163
-70
-0.7% -$2.63K 0.14% 51
2020
Q3 		$351K Sell
10,233
-840
-8% -$34.3K 0.13% 55
2020
Q2 		$495K Sell
11,073
-863
-7% -$38.7K 0.2% 39
2020
Q1 		$453K Sell
11,936
-504
-4% -$27.8K 0.2% 39
2019
Q4 		$868K Sell
12,440
-200
-2% -$13.8K 0.34% 27
2019
Q3 		$893K Sell
12,640
-657
-5% -$47.5K 0.37% 23
2019
Q2 		$1.02M Sell
13,297
-475
-3% -$36.8K 0.45% 21
2019
Q1 		$1.11M Buy
13,772
+1,762
+15% +$134K 0.5% 20
2018
Q4 		$819K Buy
12,010
+596
+5% +$46.8K 0.39% 33
2018
Q3 		$970K Sell
11,414
-400
-3% -$32.7K 0.44% 20
2018
Q2 		$977K Sell
11,814
-144
-1% -$11.5K 0.47% 20
2018
Q1 		$892K Sell
11,958
-100
-0.8% -$7.99K 0.45% 22
2017
Q4 		$1.01M Buy
12,058
+430
+4% +$35.6K 0.63% 15
2017
Q3 		$953K Sell
11,628
-954
-8% -$75.8K 0.62% 14
2017
Q2 		$1.01M Buy
12,582
+1,088
+9% +$89K 0.7% 14
2017
Q1 		$943K Sell
11,494
-1,381
-11% -$115K 0.68% 17
2016
Q4 		$1.16M Sell
12,875
-440
-3% -$38.4K 1.04% 15
2016
Q3 		$1.16M Sell
13,315
-500
-4% -$44.4K 1.24% 11
2016
Q2 		$1.29M Sell
13,815
-1,050
-7% -$92.8K 1.44% 9
2016
Q1 		$1.24M Buy
14,865
+750
+5% +$60.1K 1.13% 10
2015
Q4 		$1.1M Sell
14,115
-1,500
-10% -$120K 0.88% 19
2015
Q3 		$1.16M Buy
15,615
+1,700
+12% +$131K 1.44% 10
2015
Q2 		$1.16M Sell
13,915
-175
-1% -$15K 1.26% 11
2015
Q1 		$1.2M Sell
14,090
-50
-0.4% -$4.43K 1.22% 8
2014
Q4 		$1.32M Buy
+14,140
New +$1.32M 1.4% 10

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

Burt Wealth Advisors's XOM Position: Q3 2025 in Review

Burt Wealth Advisors reduced its ExxonMobil (XOM) stake by 7.5% in Q3 2025, selling an estimated $80.6K and leaving 8,947 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #44.

Burt Wealth Advisors first reported a position in XOM in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.53M in Q1 2024. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Burt Wealth Advisors held 8,947 shares of ExxonMobil worth $1.01M as of Q3 2025.
  • Burt Wealth Advisors sold 725 ExxonMobil shares in Q3 2025, an estimated $80.6K.
  • ExxonMobil made up 0.25% of Burt Wealth Advisors's portfolio in Q3 2025, its #44 holding.
  • Burt Wealth Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's ExxonMobil position peaked at $1.53M in Q1 2024.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.