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Greenberg Financial Group’s ExxonMobil XOM Stock Holding History

Greenberg Financial Group’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
Q4 		$1.42M Buy
+11,822
New +$1.37M 0.59% 32
2025
Q2 		$1M Sell
7,348
-3,801
-34% -$406K 0.37% 45
2025
Q1 		$1.89M Buy
+11,149
New +$1.23M 0.78% 28

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greenberg Financial Group's XOM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in ExxonMobil (XOM) in Q4 2025: 11,822 shares worth $1.42M. The stake represents 0.59% of the portfolio and ranks #32 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in XOM as recently as Q2 2025.

Greenberg Financial Group first reported a position in XOM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q1 2025. 4,549 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Greenberg Financial Group held 11,822 shares of ExxonMobil worth $1.42M as of Q4 2025.
  • ExxonMobil was a new Greenberg Financial Group position in Q4 2025.
  • ExxonMobil made up 0.59% of Greenberg Financial Group's portfolio in Q4 2025, its #32 holding.
  • Greenberg Financial Group first reported a position in ExxonMobil in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's ExxonMobil position peaked at $1.89M in Q1 2025.
  • 4,549 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.