Gries Financial’s ExxonMobil XOM Stock Holding History

Gries Financial’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	$1.12M	Buy	9,971 +632	+7%	+$70.3K	0.18%	127
2025 Q2	$1.01M	Sell	9,339 -614	-6%	-$65.6K	0.18%	122
2025 Q1	$1.18M	Sell	9,953 -266	-3%	-$29.4K	0.23%	106
2024 Q4	$1.1M	Sell	10,219 -555	-5%	-$64.9K	0.2%	117
2024 Q3	$1.26M	Sell	10,774 -1,181	-10%	-$136K	0.24%	102
2024 Q2	$1.38M	Sell	11,955 -22,009	-65%	-$2.56M	0.28%	92
2024 Q1	$3.95M	Buy	33,964 +873	+3%	+$91.3K	0.66%	30
2023 Q4	$3.31M	Sell	33,091 -547	-2%	-$57.5K	0.73%	25
2023 Q3	$3.96M	Buy	33,638 +681	+2%	+$74.7K	1.07%	16
2023 Q2	$3.53M	Buy	32,957 +145	+0.4%	+$15.8K	0.98%	18
2023 Q1	$3.6M	Buy	32,812 +23,765	+263%	+$2.63M	1.06%	16
2022 Q4	$998K	Buy	9,047 +1,900	+27%	+$204K	0.33%	81
2022 Q3	$624K	Sell	7,147 -19	-0.3%	-$1.74K	0.26%	88
2022 Q2	$614K	Sell	7,166 -10,600	-60%	-$956K	0.29%	76
2022 Q1	$1.47M	Buy	17,766 +10,348	+139%	+$804K	0.54%	60
2021 Q4	$454K	Sell	7,418 -31,271	-81%	-$1.95M	0.19%	110
2021 Q3	$2.28M	Sell	38,689 -6,364	-14%	-$363K	0.71%	37
2021 Q2	$2.56M	Sell	45,053 -300	-0.7%	-$17.9K	0.82%	26
2021 Q1	$2.69M	Buy	+45,353	New	+$2.38M	0.86%	30

Other funds holding XOM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return