Forefront Wealth Management’s ExxonMobil XOM Stock Holding History

Forefront Wealth 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
2025 Q4	$450K	Buy	3,737 +2	+0.1%	+$232	0.32%	44
2025 Q3	$421K	Buy	3,735 +2	+0.1%	+$222	0.31%	44
2025 Q2	$402K	Buy	3,733 +1	+0%	+$107	0.32%	41
2025 Q1	$444K	Buy	3,732 +2	+0.1%	+$221	0.41%	37
2024 Q4	$401K	Buy	+3,730	New	+$436K	0.37%	36
2023 Q3	$560K	Buy	4,759 +2	+0%	+$219	0.78%	33
2023 Q2	$510K	Buy	4,757 +842	+22%	+$91.9K	0.67%	35
2023 Q1	$429K	Buy	3,915 +2	+0.1%	+$221	0.56%	35
2022 Q4	$432K	Buy	3,913 +170	+5%	+$18.2K	0.58%	35
2022 Q3	$327K	Buy	3,743 +101	+3%	+$9.22K	0.46%	36
2022 Q2	$311K	Buy	3,642 +1	+0%	+$90	0.42%	35
2022 Q1	$301K	Sell	3,641 -12	-0.3%	-$933	0.3%	42
2021 Q4	$224K	Buy	+3,653	New	+$228K	0.21%	51

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Forefront Wealth Management's XOM Position: Q4 2025 in Review

Forefront Wealth Management increased its ExxonMobil (XOM) stake by 0.05% in Q4 2025, buying an estimated $232 and bringing the position to 3,737 shares worth $450K. The position accounts for 0.32% of the portfolio, ranked #44.

Forefront Wealth Management first reported a position in XOM in Q4 2021 and has held it in 13 quarters since. The position peaked at $560K in Q3 2023. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Forefront Wealth Management held 3,737 shares of ExxonMobil worth $450K as of Q4 2025.
Forefront Wealth Management bought 2 ExxonMobil shares in Q4 2025, an estimated $232.
ExxonMobil made up 0.32% of Forefront Wealth Management's portfolio in Q4 2025, its #44 holding.
Forefront Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's ExxonMobil position peaked at $560K in Q3 2023.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.