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Copperwynd Financial’s ExxonMobil XOM Stock Holding History

Copperwynd Financial’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 		$230K Sell
2,136
-3,903
-65% -$417K 0.06% 143
2025
Q1 		$718K Buy
6,039
+224
+4% +$24.8K 0.2% 103
2024
Q4 		$626K Buy
5,815
+3,638
+167% +$426K 0.17% 96
2024
Q3 		$255K Sell
2,177
-112
-5% -$12.9K 0.08% 122
2024
Q2 		$271K Buy
2,289
+222
+11% +$25.9K 0.09% 120
2024
Q1 		$240K Sell
2,067
-1,278
-38% -$134K 0.09% 125
2023
Q4 		$334K Sell
3,345
-12,747
-79% -$1.34M 0.13% 109
2023
Q3 		$1.89M Sell
16,092
-183
-1% -$20.1K 0.89% 19
2023
Q2 		$1.75M Sell
16,275
-293
-2% -$32K 0.81% 27
2023
Q1 		$1.82M Buy
16,568
+311
+2% +$34.4K 0.93% 27
2022
Q4 		$1.79M Buy
16,257
+13,336
+457% +$1.43M 1.01% 22
2022
Q3 		$255K Sell
2,921
-265
-8% -$24.2K 0.15% 110
2022
Q2 		$273K Sell
3,186
-499
-14% -$45K 0.16% 107
2022
Q1 		$304K Sell
3,685
-670
-15% -$52.1K 0.13% 109
2021
Q4 		$266K Buy
4,355
+101
+2% +$6.31K 0.1% 107
2021
Q3 		$250K Hold
4,254
– – 0.1% 111
2021
Q2 		$268K Hold
4,254
– – 0.11% 112
2021
Q1 		$238K Buy
+4,254
New +$223K 0.11% 111
2020
Q1 		– Sell
-5,732
Closed -$400K – 114
2019
Q4 		$400K Sell
5,732
-236
-4% -$16.3K 0.21% 93
2019
Q3 		$436K Buy
5,968
+13
+0.2% +$940 0.25% 89
2019
Q2 		$456K Buy
5,955
+1,049
+21% +$81.2K 0.26% 64
2019
Q1 		$396K Buy
4,906
+100
+2% +$7.62K 0.24% 80
2018
Q4 		$328K Sell
4,806
-508
-10% -$39.9K 0.2% 66
2018
Q3 		$452K Hold
5,314
– – 0.27% 57
2018
Q2 		$440K Hold
5,314
– – 0.31% 49
2018
Q1 		$396K Hold
5,314
– – 0.27% 59
2017
Q4 		$444K Buy
+5,314
New +$440K 0.32% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Copperwynd Financial's XOM Position: Q2 2025 in Review

Copperwynd Financial reduced its ExxonMobil (XOM) stake by 65% in Q2 2025, selling an estimated $417K and leaving 2,136 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #143.

Copperwynd Financial first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.89M in Q3 2023. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Copperwynd Financial held 2,136 shares of ExxonMobil worth $230K as of Q2 2025.
  • Copperwynd Financial sold 3,903 ExxonMobil shares in Q2 2025, an estimated $417K.
  • ExxonMobil made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #143 holding.
  • Copperwynd Financial first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • Copperwynd Financial's ExxonMobil position peaked at $1.89M in Q3 2023.
  • 4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.