FSC Wealth Advisors’s ExxonMobil XOM Stock Holding History

FSC Wealth Advisors’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	–	Sell	-1,580	Closed	-$188K	–	261
2025 Q1	$188K	Sell	1,580 -193	-11%	-$21.3K	0.12%	66
2024 Q4	$169K	Buy	1,773 +207	+13%	+$24.2K	0.11%	69
2024 Q3	$184K	Buy	1,566 +6	+0.4%	+$693	0.13%	67
2024 Q2	$180K	Buy	1,560 +7	+0.5%	+$815	0.13%	59
2024 Q1	$181K	Buy	1,553 +551	+55%	+$57.6K	0.13%	57
2023 Q4	$100K	Buy	1,002 +7	+0.7%	+$736	0.07%	70
2023 Q3	$117K	Buy	995 +6	+0.6%	+$658	0.12%	40
2023 Q2	$106K	Buy	989 +241	+32%	+$26.3K	0.1%	43
2023 Q1	$82K	Sell	748 -823	-52%	-$91K	0.13%	42
2022 Q4	$173K	Buy	1,571 +995	+173%	+$107K	0.3%	23
2022 Q3	$50K	Sell	576 -250	-30%	-$22.8K	0.48%	45
2022 Q2	$71K	Buy	826 +19	+2%	+$1.71K	0.63%	38
2022 Q1	$67K	Sell	807 -39	-5%	-$3.03K	0.06%	53
2021 Q4	$52K	Buy	+846	New	+$52.9K	0.04%	74

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

FSC Wealth Advisors's XOM Position: Q2 2025 in Review

FSC Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,580 shares — an estimated $188K sold.

FSC Wealth Advisors first reported a position in XOM in Q4 2021 and held it in 14 quarters. The position peaked at $188K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

FSC Wealth Advisors reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 1,580 ExxonMobil shares in Q2 2025, an estimated $188K.
FSC Wealth Advisors first reported a position in ExxonMobil in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's ExxonMobil position peaked at $188K in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.