FWG Investments’s ExxonMobil XOM Stock Holding History

FWG Investments’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 Q1	–	Sell	-2,315	Closed	-$249K	–	128
2024 Q4	$249K	Buy	2,315 +100	+5%	+$11.7K	0.19%	107
2024 Q3	$260K	Buy	2,215 +117	+6%	+$13.5K	0.22%	100
2024 Q2	$241K	Buy	2,098 +39	+2%	+$4.54K	0.24%	93
2024 Q1	$239K	Buy	+2,059	New	+$215K	0.26%	93

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

Norges Bank Oslo, Norway $935B AUM

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

FWG Investments's XOM Position: Q1 2025 in Review

FWG Investments sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,315 shares — an estimated $249K sold.

FWG Investments first reported a position in XOM in Q1 2024 and held it in 4 quarters. The position peaked at $260K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

FWG Investments reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
FWG Investments sold 2,315 ExxonMobil shares in Q1 2025, an estimated $249K.
FWG Investments first reported a position in ExxonMobil in Q1 2024 and held it in 4 quarters.
FWG Investments's ExxonMobil position peaked at $260K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.