Cook Wealth’s ExxonMobil XOM Stock Holding History

Cook Wealth’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	–	Sell	-2,456	Closed	-$260K	–	52
2025 Q1	$260K	Sell	2,456 -38	-2%	-$4.2K	0.13%	47
2024 Q4	$275K	Sell	2,494 -387	-13%	-$45.3K	0.13%	47
2024 Q3	$336K	Hold	2,881	–	–	0.17%	42
2024 Q2	$338K	Hold	2,881	–	–	0.18%	43
2024 Q1	$335K	Hold	2,881	–	–	0.2%	38
2023 Q4	$287K	Buy	+2,881	New	+$303K	0.18%	40

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

Cook Wealth's XOM Position: Q2 2025 in Review

Cook Wealth sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 2,456 shares — an estimated $260K sold.

Cook Wealth first reported a position in XOM in Q4 2023 and held it in 6 quarters. The position peaked at $338K in Q2 2024. 4,210 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Cook Wealth reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Cook Wealth sold 2,456 ExxonMobil shares in Q2 2025, an estimated $260K.
Cook Wealth first reported a position in ExxonMobil in Q4 2023 and held it in 6 quarters.
Cook Wealth's ExxonMobil position peaked at $338K in Q2 2024.
4,210 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.