LWM
XOM icon

Laidlaw Wealth Management’s ExxonMobil XOM Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,440
Closed -$262K – 181
2024
Q4 		$262K Buy
2,440
+136
+6% +$15.9K 0.11% 150
2024
Q3 		$270K Sell
2,304
-544
-19% -$62.8K 0.13% 138
2024
Q2 		$328K Sell
2,848
-32
-1% -$3.73K 0.18% 125
2024
Q1 		$335K Sell
2,880
-9,425
-77% -$986K 0.19% 125
2023
Q4 		$1.23M Sell
12,305
-249
-2% -$26.2K 0.45% 70
2023
Q3 		$1.48M Sell
12,554
-8,149
-39% -$894K 0.49% 57
2023
Q2 		$2.22M Sell
20,703
-578
-3% -$63.1K 0.43% 57
2023
Q1 		$2.33M Sell
21,281
-52
-0.2% -$5.75K 0.48% 56
2022
Q4 		$2.35M Sell
21,333
-1,001
-4% -$107K 0.5% 51
2022
Q3 		$1.95M Sell
22,334
-639
-3% -$58.3K 0.46% 60
2022
Q2 		$1.97M Sell
22,973
-856
-4% -$77.2K 0.4% 72
2022
Q1 		$1.97M Sell
23,829
-5,931
-20% -$461K 0.33% 80
2021
Q4 		$1.82M Sell
29,760
-1,388
-4% -$86.7K 0.29% 92
2021
Q3 		$1.83M Buy
31,148
+6,051
+24% +$345K 0.47% 63
2021
Q2 		$1.58M Buy
25,097
+1,006
+4% +$60.1K 0.41% 71
2021
Q1 		$1.34M Buy
24,091
+2,683
+13% +$141K 0.46% 60
2020
Q4 		$882K Buy
21,408
+7,228
+51% +$271K 0.19% 134
2020
Q3 		$487K Sell
14,180
-797
-5% -$32.6K 0.22% 110
2020
Q2 		$670K Sell
14,977
-371
-2% -$16.6K 0.35% 81
2020
Q1 		$583K Buy
15,348
+1,812
+13% +$100K 0.38% 78
2019
Q4 		$945K Buy
+13,536
New +$936K 0.6% 63

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
Morgan Stanley
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
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

Laidlaw Wealth Management's XOM Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,440 shares — an estimated $262K sold.

Laidlaw Wealth Management first reported a position in XOM in Q4 2019 and held it in 21 quarters. The position peaked at $2.35M in Q4 2022. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,440 ExxonMobil shares in Q1 2025, an estimated $262K.
  • Laidlaw Wealth Management first reported a position in ExxonMobil in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's ExxonMobil position peaked at $2.35M in Q4 2022.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.