Congress Wealth Management’s ExxonMobil XOM Stock Holding History

Congress 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	$43.4M	Buy	402,340 +54,890	+16%	+$5.87M	0.42%	47
2025 Q1	$41.2M	Buy	347,450 +118,809	+52%	+$13.1M	0.49%	45
2024 Q4	$24.6M	Sell	228,641 -107,969	-32%	-$12.6M	0.34%	75
2024 Q3	$39.5M	Buy	336,610 +155,880	+86%	+$18M	0.53%	41
2024 Q2	$20.8M	Buy	180,730 +134,071	+287%	+$15.6M	0.33%	74
2024 Q1	$5.42M	Sell	46,659 -14,629	-24%	-$1.53M	0.09%	218
2023 Q4	$6.13M	Sell	61,288 -2,739	-4%	-$288K	0.11%	202
2023 Q3	$7.53M	Buy	64,027 +5,713	+10%	+$627K	0.16%	173
2023 Q2	$6.25M	Buy	58,314 +9,576	+20%	+$1.04M	0.15%	167
2023 Q1	$5.34M	Buy	48,738 +8,724	+22%	+$965K	0.13%	182
2022 Q4	$4.41M	Sell	40,014 -1,845	-4%	-$198K	0.11%	192
2022 Q3	$3.65M	Buy	41,859 +3,947	+10%	+$360K	0.1%	206
2022 Q2	$3.25M	Sell	37,912 -4,963	-12%	-$448K	0.08%	235
2022 Q1	$3.54M	Sell	42,875 -29,789	-41%	-$2.32M	0.08%	246
2021 Q4	$4.45M	Buy	+72,664	New	+$4.54M	0.09%	238

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's XOM Position: Q2 2025 in Review

Congress Wealth Management increased its ExxonMobil (XOM) stake by 16% in Q2 2025, buying an estimated $5.87M and bringing the position to 402,340 shares worth $43.4M. The position accounts for 0.42% of the portfolio, ranked #47.

Congress Wealth Management first reported a position in XOM in Q4 2021 and has held it in 15 quarters since. 4,210 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Congress Wealth Management held 402,340 shares of ExxonMobil worth $43.4M as of Q2 2025.
Congress Wealth Management bought 54,890 ExxonMobil shares in Q2 2025, an estimated $5.87M.
ExxonMobil made up 0.42% of Congress Wealth Management's portfolio in Q2 2025, its #47 holding.
Congress Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 15 quarters since.
4,210 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.