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Guardian Wealth Management (Illinois)’s ExxonMobil XOM Stock Holding History

Guardian Wealth Management (Illinois)’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
-1,095
Closed -$130K – 219
2025
Q1 		$130K Buy
1,095
+9
+0.8% +$995 0.09% 71
2024
Q4 		$117K Buy
1,086
+107
+11% +$12.5K 0.08% 80
2024
Q3 		$115K Sell
979
-89
-8% -$10.3K 0.08% 80
2024
Q2 		$123K Buy
1,068
+9
+0.8% +$1.05K 0.09% 75
2024
Q1 		$123K Buy
1,059
+468
+79% +$49K 0.09% 81
2023
Q4 		$105K Sell
591
-449
-43% -$47.2K 0.09% 84
2023
Q3 		$122K Buy
1,040
+459
+79% +$50.3K 0.11% 78
2023
Q2 		$62.3K Buy
581
+5
+0.9% +$546 0.06% 101
2023
Q1 		$63.2K Buy
576
+5
+0.9% +$553 0.06% 102
2022
Q4 		$63K Sell
571
-369
-39% -$39.5K 0.06% 107
2022
Q3 		$82K Buy
940
+8
+0.9% +$730 0.09% 86
2022
Q2 		$80K Buy
932
+440
+89% +$39.7K 0.09% 89
2022
Q1 		$41K Buy
492
+5
+1% +$389 0.04% 129
2021
Q4 		$30K Buy
+487
New +$30.4K 0.03% 133

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s XOM Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,095 shares — an estimated $130K sold.

Guardian Wealth Management (Illinois) first reported a position in XOM in Q4 2021 and held it in 14 quarters. The position peaked at $130K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,095 ExxonMobil shares in Q2 2025, an estimated $130K.
  • Guardian Wealth Management (Illinois) first reported a position in ExxonMobil in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s ExxonMobil position peaked at $130K in Q1 2025.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.