Goodwin Investment Advisory’s ExxonMobil XOM Stock Holding History

Goodwin Investment Advisory’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	-1,900	Closed	-$226K	–	34
2025 Q1	$226K	Buy	+1,900	New	+$210K	0.35%	23
2022 Q2	–	Sell	-70	Closed	-$6K	–	236
2022 Q1	$6K	Hold	70	–	–	﹤0.01%	166
2021 Q4	$4K	Buy	+70	New	+$4.38K	﹤0.01%	156

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

Goodwin Investment Advisory's XOM Position: Q2 2025 in Review

Goodwin Investment Advisory sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,900 shares — an estimated $226K sold.

Goodwin Investment Advisory first reported a position in XOM in Q4 2021 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Goodwin Investment Advisory reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Goodwin Investment Advisory sold 1,900 ExxonMobil shares in Q2 2025, an estimated $226K.
Goodwin Investment Advisory first reported a position in ExxonMobil in Q4 2021 and held it in 3 quarters.
Goodwin Investment Advisory's ExxonMobil position peaked at $226K in Q1 2025.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Goodwin Investment Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.