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Livelsberger Financial Advisory’s ExxonMobil XOM Stock Holding History

Livelsberger Financial Advisory’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 		– Sell
-2,146
Closed -$242K – 6
2025
Q3 		$242K Sell
2,146
-100
-4% -$11.1K 9.02% 6
2025
Q2 		$242K Buy
2,246
+18
+0.8% +$1.92K 4.69% 4
2025
Q1 		$265K Buy
2,228
+19
+0.9% +$2.1K 12.65% 4
2024
Q4 		$238K Buy
2,209
+19
+0.9% +$2.22K 11.13% 4
2024
Q3 		$257K Buy
2,190
+16
+0.7% +$1.85K 5.38% 4
2024
Q2 		$250K Buy
2,174
+18
+0.8% +$2.1K 3.73% 10
2024
Q1 		$254K Buy
2,156
+667
+45% +$69.8K 3.01% 11
2023
Q4 		$149K Buy
+1,489
New +$156K 0.13% 94

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

Livelsberger Financial Advisory's XOM Position: Q4 2025 in Review

Livelsberger Financial Advisory sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 2,146 shares — an estimated $242K sold.

Livelsberger Financial Advisory first reported a position in XOM in Q4 2023 and held it in 8 quarters. The position peaked at $265K in Q1 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Livelsberger Financial Advisory reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 2,146 ExxonMobil shares in Q4 2025, an estimated $242K.
  • Livelsberger Financial Advisory first reported a position in ExxonMobil in Q4 2023 and held it in 8 quarters.
  • Livelsberger Financial Advisory's ExxonMobil position peaked at $265K in Q1 2025.
  • 4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q4 2025.