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Iron Horse Wealth Management’s ExxonMobil XOM Stock Holding History

Iron Horse Wealth Management’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 		$257K Buy
2,387
+9
+0.4% +$962 0.08% 47
2025
Q1 		$283K Buy
2,378
+32
+1% +$3.54K 0.09% 39
2024
Q4 		$252K Sell
2,346
-126
-5% -$14.7K 0.08% 43
2024
Q3 		$290K Sell
2,472
-85
-3% -$9.81K 0.1% 36
2024
Q2 		$294K Sell
2,557
-61
-2% -$7.11K 0.11% 29
2024
Q1 		$304K Buy
2,618
+116
+5% +$12.1K 0.12% 28
2023
Q4 		$250K Hold
2,502
– – 0.11% 34
2023
Q3 		$294K Sell
2,502
-100
-4% -$11K 0.14% 30
2023
Q2 		$279K Sell
2,602
-32
-1% -$3.49K 0.14% 29
2023
Q1 		$289K Hold
2,634
– – 0.14% 30
2022
Q4 		$291K Buy
2,634
+293
+13% +$31.4K 0.16% 30
2022
Q3 		$204K Sell
2,341
-193
-8% -$17.6K 0.29% 22
2022
Q2 		$217K Buy
2,534
+26
+1% +$2.35K 0.12% 33
2022
Q1 		$207K Sell
2,508
-250
-9% -$19.4K 0.11% 34
2021
Q4 		$169K Sell
2,758
-171
-6% -$10.7K 0.09% 43
2021
Q3 		$172K Sell
2,929
-64
-2% -$3.65K 0.11% 41
2021
Q2 		$189K Buy
2,993
+386
+15% +$23K 0.12% 40
2021
Q1 		$146K Buy
2,607
+121
+5% +$6.34K 0.11% 47
2020
Q4 		$102K Buy
+2,486
New +$93.2K 0.08% 51

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

Iron Horse Wealth Management's XOM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its ExxonMobil (XOM) stake by 0.38% in Q2 2025, buying an estimated $962 and bringing the position to 2,387 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #47.

Iron Horse Wealth Management first reported a position in XOM in Q4 2020 and has held it in 19 quarters since. The position peaked at $304K in Q1 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Iron Horse Wealth Management held 2,387 shares of ExxonMobil worth $257K as of Q2 2025.
  • Iron Horse Wealth Management bought 9 ExxonMobil shares in Q2 2025, an estimated $962.
  • ExxonMobil made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #47 holding.
  • Iron Horse Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's ExxonMobil position peaked at $304K in Q1 2024.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.