Guidance Point Advisors’s ExxonMobil XOM Stock Holding History

Guidance Point 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 Q2	–	Sell	-1,815	Closed	-$216K	–	87
2025 Q1	$216K	Buy	+1,815	New	+$201K	0.06%	79
2024 Q4	–	Sell	-1,812	Closed	-$212K	–	89
2024 Q3	$212K	Sell	1,812 -136	-7%	-$15.7K	0.06%	81
2024 Q2	$218K	Buy	1,948 +144	+8%	+$16.8K	0.07%	75
2024 Q1	$210K	Buy	+1,804	New	+$189K	0.07%	81
2021 Q4	–	Sell	-1,614	Closed	-$94K	–	420
2021 Q3	$94K	Buy	+1,614	New	+$92K	0.03%	118

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

Guidance Point Advisors's XOM Position: Q2 2025 in Review

Guidance Point Advisors sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,815 shares — an estimated $216K sold.

Guidance Point Advisors first reported a position in XOM in Q3 2021 and held it in 5 quarters. The position peaked at $218K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Guidance Point Advisors reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Guidance Point Advisors sold 1,815 ExxonMobil shares in Q2 2025, an estimated $216K.
Guidance Point Advisors first reported a position in ExxonMobil in Q3 2021 and held it in 5 quarters.
Guidance Point Advisors's ExxonMobil position peaked at $218K in Q2 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Guidance Point Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.