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IronOak Wealth’s ExxonMobil XOM Stock Holding History

IronOak Wealth’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 		$661K Buy
+6,129
New +$655K 0.64% 53
2024
Q4 		$1.52M Buy
+14,092
New +$1.65M 1.7% 22

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IronOak Wealth's XOM Position: Q2 2025 in Review

IronOak Wealth opened a new position in ExxonMobil (XOM) in Q2 2025: 6,129 shares worth $661K. The stake represents 0.64% of the portfolio and ranks #53 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in XOM as recently as Q4 2024.

IronOak Wealth first reported a position in XOM in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.52M in Q4 2024. 4,210 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • IronOak Wealth held 6,129 shares of ExxonMobil worth $661K as of Q2 2025.
  • ExxonMobil was a new IronOak Wealth position in Q2 2025.
  • ExxonMobil made up 0.64% of IronOak Wealth's portfolio in Q2 2025, its #53 holding.
  • IronOak Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's ExxonMobil position peaked at $1.52M in Q4 2024.
  • 4,210 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.