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GGM Wealth Advisors’s ExxonMobil XOM Stock Holding History

GGM 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
Q1 		$1.56M Sell
14,378
-40
-0.3% -$4.42K 0.87% 31
2024
Q4 		$1.55M Sell
14,418
-3,097
-18% -$362K 0.81% 37
2024
Q3 		$2.05M Buy
17,515
+89
+0.5% +$10.3K 0.88% 30
2024
Q2 		$2.01M Buy
17,426
+49
+0.3% +$5.71K 0.92% 30
2024
Q1 		$2.11M Sell
17,377
-1,907
-10% -$200K 0.98% 26
2023
Q4 		$1.99M Buy
19,284
+50
+0.3% +$5.25K 0.82% 28
2023
Q3 		$2.26M Buy
19,234
+48
+0.3% +$5.26K 0.98% 27
2023
Q2 		$2.03M Sell
19,186
-583
-3% -$63.6K 0.82% 27
2023
Q1 		$2.17M Sell
19,769
-326
-2% -$36.1K 1.24% 24
2022
Q4 		$2.22M Sell
20,095
-559
-3% -$59.9K 1.15% 22
2022
Q3 		$2.19M Buy
20,654
+2,952
+17% +$270K 1.18% 20
2022
Q2 		$1.5M Sell
17,702
-623
-3% -$56.2K 0.83% 31
2022
Q1 		$1.61M Buy
18,325
+2,365
+15% +$184K 0.81% 29
2021
Q4 		$1.14M Buy
15,960
+36
+0.2% +$2.25K 0.9% 31
2021
Q3 		$1.02M Sell
15,924
-2,076
-12% -$118K 0.81% 32
2021
Q2 		$1.03M Buy
18,000
+26
+0.1% +$1.55K 0.88% 30
2021
Q1 		$1.03M Buy
17,974
+212
+1% +$11.1K 0.82% 29
2020
Q4 		$859K Buy
+17,762
New +$666K 0.85% 28

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GGM Wealth Advisors's XOM Position: Q1 2025 in Review

GGM Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.28% in Q1 2025, selling an estimated $4.42K and leaving 14,378 shares worth $1.56M. The position accounts for 0.87% of the portfolio, ranked #31.

GGM Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.26M in Q3 2023. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • GGM Wealth Advisors held 14,378 shares of ExxonMobil worth $1.56M as of Q1 2025.
  • GGM Wealth Advisors sold 40 ExxonMobil shares in Q1 2025, an estimated $4.42K.
  • ExxonMobil made up 0.87% of GGM Wealth Advisors's portfolio in Q1 2025, its #31 holding.
  • GGM Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's ExxonMobil position peaked at $2.26M in Q3 2023.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.