Financial Partners Group (Tennessee)’s ExxonMobil XOM Stock Holding History

Financial Partners Group (Tennessee)’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	$8.59M	Sell	79,724 -3,119	-4%	-$333K	3.11%	13
2025 Q1	$9.85M	Sell	82,843 -5,251	-6%	-$581K	4.28%	8
2024 Q4	$9.48M	Sell	88,094 -6,283	-7%	-$735K	3.94%	8
2024 Q3	$11.1M	Buy	94,377 +380	+0.4%	+$43.9K	4.15%	6
2024 Q2	$10.8M	Sell	93,997 -2,114	-2%	-$246K	4.2%	5
2024 Q1	$11.2M	Buy	96,111 +2,236	+2%	+$234K	4.32%	3
2023 Q4	$9.39M	Buy	93,875 +1,399	+2%	+$147K	4.24%	4
2023 Q3	$10.9M	Buy	92,476 +4,162	+5%	+$457K	5.22%	2
2023 Q2	$9.47M	Sell	88,314 -65,594	-43%	-$7.16M	4.77%	3
2023 Q1	$16.9M	Buy	153,908 +442	+0.3%	+$48.9K	8.83%	1
2022 Q4	$16.9M	Buy	+153,466	New	+$16.4M	10%	1

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Partners Group (Tennessee)'s XOM Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its ExxonMobil (XOM) stake by 3.8% in Q2 2025, selling an estimated $333K and leaving 79,724 shares worth $8.59M. The position accounts for 3.11% of the portfolio, ranked #13.

Financial Partners Group (Tennessee) first reported a position in XOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $16.9M in Q4 2022. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Financial Partners Group (Tennessee) held 79,724 shares of ExxonMobil worth $8.59M as of Q2 2025.
Financial Partners Group (Tennessee) sold 3,119 ExxonMobil shares in Q2 2025, an estimated $333K.
ExxonMobil made up 3.11% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #13 holding.
Financial Partners Group (Tennessee) first reported a position in ExxonMobil in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s ExxonMobil position peaked at $16.9M in Q4 2022.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.