Fortress Wealth Management’s ExxonMobil XOM Stock Holding History

Fortress 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 Q3	$369K	Buy	3,271 +16	+0.5%	+$1.78K	0.16%	59
2025 Q2	$351K	Hold	3,255	–	–	0.17%	58
2025 Q1	$387K	Sell	3,255 -100	-3%	-$11.1K	0.2%	55
2024 Q4	$361K	Sell	3,355 -40	-1%	-$4.68K	0.18%	54
2024 Q3	$398K	Sell	3,395 -324	-9%	-$37.4K	0.2%	53
2024 Q2	$428K	Buy	3,719 +414	+13%	+$48.2K	0.22%	51
2024 Q1	$384K	Buy	3,305 +88	+3%	+$9.21K	0.2%	53
2023 Q4	$322K	Buy	3,217 +13	+0.4%	+$1.37K	0.18%	57
2023 Q3	$377K	Buy	3,204 +62	+2%	+$6.8K	0.24%	50
2023 Q2	$337K	Hold	3,142	–	–	0.22%	51
2023 Q1	$345K	Hold	3,142	–	–	0.24%	49
2022 Q4	$347K	Hold	3,142	–	–	0.29%	47
2022 Q3	$274K	Hold	3,142	–	–	0.28%	45
2022 Q2	$269K	Hold	3,142	–	–	0.25%	43
2022 Q1	$259K	Buy	+3,142	New	+$244K	0.2%	48

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortress Wealth Management's XOM Position: Q3 2025 in Review

Fortress Wealth Management increased its ExxonMobil (XOM) stake by 0.49% in Q3 2025, buying an estimated $1.78K and bringing the position to 3,271 shares worth $369K. The position accounts for 0.16% of the portfolio, ranked #59.

Fortress Wealth Management first reported a position in XOM in Q1 2022 and has held it in 15 quarters since. The position peaked at $428K in Q2 2024. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Fortress Wealth Management held 3,271 shares of ExxonMobil worth $369K as of Q3 2025.
Fortress Wealth Management bought 16 ExxonMobil shares in Q3 2025, an estimated $1.78K.
ExxonMobil made up 0.16% of Fortress Wealth Management's portfolio in Q3 2025, its #59 holding.
Fortress Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 15 quarters since.
Fortress Wealth Management's ExxonMobil position peaked at $428K in Q2 2024.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.