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Financial Advocates Investment Management’s ExxonMobil XOM Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-500
Closed -$58.1K – 837
2024
Q1 		$58.1K Buy
+500
New +$52.3K ﹤0.01% 751

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's XOM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 11,343 shares — an estimated $1.22M sold.

Financial Advocates Investment Management first reported a position in XOM in Q4 2017 and held it in 31 quarters. The position peaked at $5.68M in Q1 2022. 4,219 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,343 ExxonMobil shares in Q3 2025, an estimated $1.22M.
  • Financial Advocates Investment Management first reported a position in ExxonMobil in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's ExxonMobil position peaked at $5.68M in Q1 2022.
  • 4,219 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.