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Litman Gregory Wealth Management’s ExxonMobil XOM Stock Holding History

Litman Gregory 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
Q4 		$196K Sell
1,628
-283
-15% -$32.8K 0.01% 146
2025
Q3 		$215K Hold
1,911
– – 0.02% 141
2025
Q2 		$206K Buy
1,911
+11
+0.6% +$1.18K 0.02% 135
2025
Q1 		$226K Hold
1,900
– – 0.02% 128
2024
Q4 		$204K Sell
1,900
-1,000
-34% -$117K 0.02% 132
2024
Q3 		$340K Buy
+2,900
New +$335K 0.03% 110
2021
Q2 		– Sell
-487
Closed -$27K – 194
2021
Q1 		$27K Sell
487
-220
-31% -$11.5K 0.01% 122
2020
Q4 		$29K Hold
707
– – 0.01% 118
2020
Q3 		$24K Hold
707
– – 0.01% 118
2020
Q2 		$32K Buy
707
+220
+45% +$9.87K 0.01% 105
2020
Q1 		$18K Sell
487
-176
-27% -$9.72K ﹤0.01% 108
2019
Q4 		$46K Buy
663
+141
+27% +$9.75K 0.01% 98
2019
Q3 		$37K Sell
522
-36
-6% -$2.6K 0.01% 85
2019
Q2 		$43K Buy
558
+71
+15% +$5.5K 0.01% 95
2019
Q1 		$39K Sell
487
-314
-39% -$23.9K 0.01% 73
2018
Q4 		$55K Buy
801
+701
+701% +$55K 0.02% 72
2018
Q3 		$9K Sell
100
-400
-80% -$32.7K ﹤0.01% 91
2018
Q2 		$38K Buy
500
+100
+25% +$7.97K 0.02% 59
2018
Q1 		$30K Sell
400
-1,200
-75% -$95.9K 0.01% 116
2017
Q4 		$134K Hold
1,600
– – 0.04% 35
2017
Q3 		$131K Buy
+1,600
New +$127K 0.06% 36

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Litman Gregory Wealth Management's XOM Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its ExxonMobil (XOM) stake by 15% in Q4 2025, selling an estimated $32.8K and leaving 1,628 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #146.

Litman Gregory Wealth Management first reported a position in XOM in Q3 2017 and has held it in 21 quarters since. The position peaked at $340K in Q3 2024. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Litman Gregory Wealth Management held 1,628 shares of ExxonMobil worth $196K as of Q4 2025.
  • Litman Gregory Wealth Management sold 283 ExxonMobil shares in Q4 2025, an estimated $32.8K.
  • ExxonMobil made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #146 holding.
  • Litman Gregory Wealth Management first reported a position in ExxonMobil in Q3 2017 and has held it in 21 quarters since.
  • Litman Gregory Wealth Management's ExxonMobil position peaked at $340K in Q3 2024.
  • 4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.