Capital A Wealth Management’s ExxonMobil XOM Stock Holding History

Capital A 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	$68.8K	Buy	688 +394	+134%	+$42.1K	0.77%	30
2025 Q1	$35K	Sell	294 -7	-2%	-$774	0.04%	179
2024 Q4	$32.3K	Buy	+301	New	+$35.2K	0.05%	189

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

Capital A Wealth Management's XOM Position: Q2 2025 in Review

Capital A Wealth Management increased its ExxonMobil (XOM) stake by 134% in Q2 2025, buying an estimated $42.1K and bringing the position to 688 shares worth $68.8K. The position accounts for 0.77% of the portfolio, ranked #30.

Capital A Wealth Management first reported a position in XOM in Q4 2024 and has held it in 3 quarters since. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Capital A Wealth Management held 688 shares of ExxonMobil worth $68.8K as of Q2 2025.
Capital A Wealth Management bought 394 ExxonMobil shares in Q2 2025, an estimated $42.1K.
ExxonMobil made up 0.77% of Capital A Wealth Management's portfolio in Q2 2025, its #30 holding.
Capital A Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 3 quarters since.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.