Forefront Wealth Partners’s ExxonMobil XOM Stock Holding History

Forefront Wealth Partners’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	–	Sell	-1,821	Closed	-$205K	–	202
2025 Q3	$205K	Sell	1,821 -859	-32%	-$95.5K	0.05%	184
2025 Q2	$288K	Sell	2,680 -140	-5%	-$15K	0.2%	80
2025 Q1	$335K	Buy	2,820 +140	+5%	+$15.5K	0.23%	83
2024 Q4	$288K	Buy	+2,680	New	+$313K	0.21%	76

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 Partners's XOM Position: Q4 2025 in Review

Forefront Wealth Partners sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 1,821 shares — an estimated $205K sold.

Forefront Wealth Partners first reported a position in XOM in Q4 2024 and held it in 4 quarters. The position peaked at $335K in Q1 2025. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Forefront Wealth Partners reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Forefront Wealth Partners sold 1,821 ExxonMobil shares in Q4 2025, an estimated $205K.
Forefront Wealth Partners first reported a position in ExxonMobil in Q4 2024 and held it in 4 quarters.
Forefront Wealth Partners's ExxonMobil position peaked at $335K in Q1 2025.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.