EWA
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ERTS Wealth Advisors’s ExxonMobil XOM Stock Holding History

ERTS 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
Q2 		– Sell
-2,906
Closed -$346K – 85
2025
Q1 		$346K Sell
2,906
-185
-6% -$20.5K 0.07% 61
2024
Q4 		$333K Sell
3,091
-283
-8% -$33.1K 0.06% 65
2024
Q3 		$396K Buy
3,374
+203
+6% +$23.4K 0.07% 59
2024
Q2 		$365K Buy
3,171
+56
+2% +$6.52K 0.07% 62
2024
Q1 		$362K Sell
3,115
-5
-0.2% -$523 0.07% 64
2023
Q4 		$312K Buy
3,120
+274
+10% +$28.8K 0.07% 65
2023
Q3 		$335K Sell
2,846
-123
-4% -$13.5K 0.08% 59
2023
Q2 		$318K Buy
2,969
+77
+3% +$8.4K 0.07% 67
2023
Q1 		$317K Sell
2,892
-350
-11% -$38.7K 0.08% 70
2022
Q4 		$358K Buy
3,242
+50
+2% +$5.36K 0.09% 69
2022
Q3 		$279K Buy
3,192
+10
+0.3% +$913 0.08% 70
2022
Q2 		$273K Buy
3,182
+41
+1% +$3.7K 0.08% 72
2022
Q1 		$259K Buy
+3,141
New +$244K 0.07% 77
2021
Q3 		– Sell
-3,231
Closed -$204K – 91
2021
Q2 		$204K Buy
+3,231
New +$193K 0.06% 90
2020
Q1 		– Sell
-7,903
Closed -$551K – 97
2019
Q4 		$551K Buy
7,903
+3,266
+70% +$226K 0.25% 39
2019
Q3 		$327K Buy
4,637
+242
+6% +$17.5K 0.17% 61
2019
Q2 		$337K Sell
4,395
-99
-2% -$7.66K 0.19% 62
2019
Q1 		$363K Sell
4,494
-379
-8% -$28.9K 0.22% 60
2018
Q4 		$332K Buy
+4,873
New +$382K 0.24% 54

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

ERTS Wealth Advisors's XOM Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 2,906 shares — an estimated $346K sold.

ERTS Wealth Advisors first reported a position in XOM in Q4 2018 and held it in 19 quarters. The position peaked at $551K in Q4 2019. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,906 ExxonMobil shares in Q2 2025, an estimated $346K.
  • ERTS Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and held it in 19 quarters.
  • ERTS Wealth Advisors's ExxonMobil position peaked at $551K in Q4 2019.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.