Long Run Wealth Advisors’s ExxonMobil XOM Stock Holding History

Long Run Wealth Advisors’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	$1.48M	Buy	12,284 +143	+1%	+$16.6K	0.28%	60
2025 Q3	$1.37M	Buy	12,141 +597	+5%	+$66.4K	0.27%	60
2025 Q2	$1.24M	Sell	11,544 -1,877	-14%	-$201K	0.26%	61
2025 Q1	$1.6M	Buy	13,421 +10,152	+311%	+$1.12M	0.36%	48
2024 Q4	$352K	Buy	3,269 +21	+0.6%	+$2.46K	0.08%	81
2024 Q3	$381K	Buy	3,248 +547	+20%	+$63.2K	0.09%	80
2024 Q2	$311K	Buy	2,701 +212	+9%	+$24.7K	0.08%	84
2024 Q1	$289K	Hold	2,489	–	–	0.08%	82
2023 Q4	$249K	Buy	+2,489	New	+$262K	0.07%	85
2023 Q3	–	Sell	-2,597	Closed	-$279K	–	96
2023 Q2	$279K	Sell	2,597 -275	-10%	-$30K	0.09%	82
2023 Q1	$315K	Buy	2,872 +275	+11%	+$30.4K	0.11%	83
2022 Q4	$286K	Buy	+2,597	New	+$278K	0.1%	87
2022 Q3	–	Sell	-2,439	Closed	-$209K	–	102
2022 Q2	$209K	Hold	2,439	–	–	0.08%	90
2022 Q1	$201K	Buy	+2,439	New	+$190K	0.07%	94

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Long Run Wealth Advisors's XOM Position: Q4 2025 in Review

Long Run Wealth Advisors increased its ExxonMobil (XOM) stake by 1.2% in Q4 2025, buying an estimated $16.6K and bringing the position to 12,284 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #60.

Long Run Wealth Advisors first reported a position in XOM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2025. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Long Run Wealth Advisors held 12,284 shares of ExxonMobil worth $1.48M as of Q4 2025.
Long Run Wealth Advisors bought 143 ExxonMobil shares in Q4 2025, an estimated $16.6K.
ExxonMobil made up 0.28% of Long Run Wealth Advisors's portfolio in Q4 2025, its #60 holding.
Long Run Wealth Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 14 quarters since.
Long Run Wealth Advisors's ExxonMobil position peaked at $1.6M in Q1 2025.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.