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Financial Advisors’s ExxonMobil XOM Stock Holding History

Financial 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
Q3 		$2.36M Buy
20,905
+265
+1% +$29.5K 0.42% 17
2025
Q2 		$2.22M Sell
20,640
-539
-3% -$57.6K 0.41% 17
2025
Q1 		$2.52M Hold
21,179
– – 0.5% 16
2024
Q4 		$2.28M Hold
21,179
– – 0.44% 17
2024
Q3 		$2.48M Hold
21,179
– – 0.47% 17
2024
Q2 		$2.44M Sell
21,179
-580
-3% -$67.6K 0.5% 16
2024
Q1 		$2.53M Hold
21,759
– – 0.52% 15
2023
Q4 		$2.18M Sell
21,759
-50
-0.2% -$5.25K 0.49% 16
2023
Q3 		$2.56M Sell
21,809
-528
-2% -$57.9K 0.63% 14
2023
Q2 		$2.4M Sell
22,337
-567
-2% -$61.9K 0.57% 16
2023
Q1 		$2.51M Hold
22,904
– – 0.64% 14
2022
Q4 		$2.53M Sell
22,904
-533
-2% -$57.1K 0.69% 14
2022
Q3 		$2.31M Sell
23,437
-100
-0.4% -$9.13K 0.8% 15
2022
Q2 		$2.02M Sell
23,537
-30
-0.1% -$2.71K 0.71% 15
2022
Q1 		$1.95M Sell
23,567
-37
-0.2% -$2.88K 0.61% 16
2021
Q4 		$1.44M Sell
23,604
-547
-2% -$34.2K 0.44% 17
2021
Q3 		$1.42M Buy
24,151
+643
+3% +$36.6K 0.48% 16
2021
Q2 		$1.48M Sell
23,508
-2,705
-10% -$162K 0.52% 16
2021
Q1 		$1.46M Buy
26,213
+61
+0.2% +$3.2K 0.58% 16
2020
Q4 		$1.08M Buy
26,152
+647
+3% +$24.3K 0.48% 16
2020
Q3 		$876K Buy
25,505
+126
+0.5% +$5.15K 0.46% 16
2020
Q2 		$1.14M Sell
25,379
-71
-0.3% -$3.18K 0.63% 13
2020
Q1 		$966K Buy
25,450
+112
+0.4% +$6.18K 0.65% 13
2019
Q4 		$1.77M Sell
25,338
-546
-2% -$37.8K 1% 10
2019
Q3 		$1.83M Buy
25,884
+12
+0% +$868 1.12% 10
2019
Q2 		$1.98M Sell
25,872
-4,931
-16% -$382K 1.27% 8
2019
Q1 		$2.49M Sell
30,803
-390
-1% -$29.7K 1.7% 7
2018
Q4 		$2.13M Buy
+31,193
New +$2.45M 1.73% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advisors's XOM Position: Q3 2025 in Review

Financial Advisors increased its ExxonMobil (XOM) stake by 1.3% in Q3 2025, buying an estimated $29.5K and bringing the position to 20,905 shares worth $2.36M. The position accounts for 0.42% of the portfolio, ranked #17.

Financial Advisors first reported a position in XOM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.56M in Q3 2023. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Financial Advisors held 20,905 shares of ExxonMobil worth $2.36M as of Q3 2025.
  • Financial Advisors bought 265 ExxonMobil shares in Q3 2025, an estimated $29.5K.
  • ExxonMobil made up 0.42% of Financial Advisors's portfolio in Q3 2025, its #17 holding.
  • Financial Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's ExxonMobil position peaked at $2.56M in Q3 2023.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.