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Gitterman Wealth Management’s ExxonMobil XOM Stock Holding History

Gitterman 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 		$1.11M Buy
9,855
+2,376
+32% +$264K 0.25% 19
2025
Q2 		$806K Buy
7,479
+9
+0.1% +$962 0.19% 23
2025
Q1 		$888K Hold
7,470
– – 0.24% 20
2024
Q4 		$803K Buy
7,470
+15
+0.2% +$1.75K 0.34% 19
2024
Q3 		$874K Buy
+7,455
New +$861K 0.36% 18

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gitterman Wealth Management increased its ExxonMobil (XOM) stake by 32% in Q3 2025, buying an estimated $264K and bringing the position to 9,855 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #19.

Gitterman Wealth Management first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Gitterman Wealth Management held 9,855 shares of ExxonMobil worth $1.11M as of Q3 2025.
  • Gitterman Wealth Management bought 2,376 ExxonMobil shares in Q3 2025, an estimated $264K.
  • ExxonMobil made up 0.25% of Gitterman Wealth Management's portfolio in Q3 2025, its #19 holding.
  • Gitterman Wealth Management first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.