Lowe Wealth Advisors’s ExxonMobil XOM Stock Holding History

Lowe 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 Q3	$556K	Hold	4,934	–	–	0.2%	37
2025 Q2	$532K	Sell	4,934 -38	-0.8%	-$4.06K	0.21%	37
2025 Q1	$591K	Hold	4,972	–	–	0.25%	35
2024 Q4	$535K	Buy	4,972 +59	+1%	+$6.9K	0.23%	32
2024 Q3	$576K	Hold	4,913	–	–	0.25%	32
2024 Q2	$566K	Sell	4,913 -25	-0.5%	-$2.91K	0.26%	31
2024 Q1	$574K	Hold	4,938	–	–	0.27%	31
2023 Q4	$494K	Sell	4,938 -43	-0.9%	-$4.52K	0.24%	31
2023 Q3	$586K	Sell	4,981 -138	-3%	-$15.1K	0.31%	28
2023 Q2	$549K	Sell	5,119 -60	-1%	-$6.55K	0.28%	29
2023 Q1	$568K	Sell	5,179 -547	-10%	-$60.5K	0.31%	25
2022 Q4	$632K	Buy	5,726 +97	+2%	+$10.4K	0.35%	26
2022 Q3	$491K	Buy	5,629 +185	+3%	+$16.9K	0.29%	28
2022 Q2	$466K	Hold	5,444	–	–	0.25%	30
2022 Q1	$450K	Hold	5,444	–	–	0.2%	30
2021 Q4	$333K	Sell	5,444 -70	-1%	-$4.38K	0.15%	35
2021 Q3	$324K	Sell	5,514 -70	-1%	-$3.99K	0.15%	35
2021 Q2	$352K	Hold	5,584	–	–	0.17%	32
2021 Q1	$312K	Sell	5,584 -45	-0.8%	-$2.36K	0.16%	31
2020 Q4	$232K	Sell	5,629 -120	-2%	-$4.5K	0.12%	32
2020 Q3	$197K	Sell	5,749 -185	-3%	-$7.56K	0.11%	33
2020 Q2	$265K	Buy	5,934 +138	+2%	+$6.19K	0.16%	26
2020 Q1	$220K	Buy	5,796 +3,768	+186%	+$208K	0.15%	27
2019 Q4	$142K	Sell	2,028 -592	-23%	-$40.9K	0.08%	36
2019 Q3	$185K	Sell	2,620 -238	-8%	-$17.2K	0.11%	33
2019 Q2	$219K	Sell	2,858 -131	-4%	-$10.1K	0.13%	30
2019 Q1	$241K	Buy	2,989 +2	+0.1%	+$152	0.15%	29
2018 Q4	$204K	Sell	2,987 -132	-4%	-$10.4K	0.14%	28
2018 Q3	$265K	Sell	3,119 -97	-3%	-$7.93K	0.16%	30
2018 Q2	$266K	Buy	3,216 +2	+0.1%	+$159	0.17%	30
2018 Q1	$240K	Buy	3,214 +27	+0.8%	+$2.16K	0.15%	33
2017 Q4	$267K	Sell	3,187 -221	-6%	-$18.3K	0.16%	32
2017 Q3	$279K	Buy	3,408 +161	+5%	+$12.8K	0.17%	30
2017 Q2	$262K	Hold	3,247	–	–	0.17%	32
2017 Q1	$266K	Hold	3,247	–	–	0.17%	31
2016 Q4	$293K	Sell	3,247 -62	-2%	-$5.42K	0.2%	29
2016 Q3	$289K	Hold	3,309	–	–	0.2%	28
2016 Q2	$310K	Sell	3,309 -110	-3%	-$9.73K	0.21%	29
2016 Q1	$286K	Sell	3,419 -85	-2%	-$6.81K	0.2%	30
2015 Q4	$273K	Sell	3,504 -229	-6%	-$18.3K	0.19%	31
2015 Q3	$278K	Buy	3,733 +140	+4%	+$10.8K	0.21%	27
2015 Q2	$299K	Buy	3,593 +14	+0.4%	+$1.2K	0.2%	27
2015 Q1	$304K	Sell	3,579 -50	-1%	-$4.43K	0.21%	26
2014 Q4	$336K	Buy	+3,629	New	+$338K	0.24%	22

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's XOM Position: Q3 2025 in Review

Lowe Wealth Advisors held its ExxonMobil (XOM) position steady in Q3 2025 at 4,934 shares worth $556K. The position accounts for 0.2% of the portfolio, ranked #37.

Lowe Wealth Advisors first reported a position in XOM in Q4 2014 and has held it in 44 quarters since. The position peaked at $632K in Q4 2022. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Lowe Wealth Advisors held 4,934 shares of ExxonMobil worth $556K as of Q3 2025.
Lowe Wealth Advisors left its ExxonMobil share count unchanged in Q3 2025.
ExxonMobil made up 0.2% of Lowe Wealth Advisors's portfolio in Q3 2025, its #37 holding.
Lowe Wealth Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's ExxonMobil position peaked at $632K in Q4 2022.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.