Grey Fox Wealth Advisors’s ExxonMobil XOM Stock Holding History

Grey Fox 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 Q4	–	Sell	-861	Closed	-$97K	–	621
2025 Q3	$97K	Buy	+861	New	+$95.7K	0.02%	193
2023 Q2	–	Sell	-1,505	Closed	-$165K	–	536
2023 Q1	$165K	Sell	1,505 -5	-0.3%	-$553	0.1%	109
2022 Q4	$167K	Buy	+1,510	New	+$162K	0.11%	108

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Grey Fox Wealth Advisors's XOM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 861 shares — an estimated $97K sold.

Grey Fox Wealth Advisors first reported a position in XOM in Q4 2022 and held it in 3 quarters. The position peaked at $167K in Q4 2022. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 861 ExxonMobil shares in Q4 2025, an estimated $97K.
Grey Fox Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's ExxonMobil position peaked at $167K in Q4 2022.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.