FGC
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Financial Gravity Companies’s ExxonMobil XOM Stock Holding History

Financial Gravity Companies’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 		$922K Buy
+8,556
New +$915K 0.18% 80
2024
Q4 		$930K Buy
8,644
+7,819
+948% +$915K 0.21% 78
2024
Q3 		$96.7K Buy
+825
New +$95.3K 0.03% 139
2018
Q4 		$119K Buy
+1,568
New +$123K 0.11% 186
2018
Q1 		$226K Buy
2,939
+177
+6% +$14.1K 0.23% 76
2017
Q4 		$241K Buy
+2,762
New +$228K 0.28% 68

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

Financial Gravity Companies's XOM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in ExxonMobil (XOM) in Q2 2025: 8,556 shares worth $922K. The stake represents 0.18% of the portfolio and ranks #80 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XOM as recently as Q4 2024.

Financial Gravity Companies first reported a position in XOM in Q4 2017 and has held it in 6 quarters since. The position peaked at $930K in Q4 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Financial Gravity Companies held 8,556 shares of ExxonMobil worth $922K as of Q2 2025.
  • ExxonMobil was a new Financial Gravity Companies position in Q2 2025.
  • ExxonMobil made up 0.18% of Financial Gravity Companies's portfolio in Q2 2025, its #80 holding.
  • Financial Gravity Companies first reported a position in ExxonMobil in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's ExxonMobil position peaked at $930K in Q4 2024.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.