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Marcum Wealth’s ExxonMobil XOM Stock Holding History

Marcum Wealth’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 		$3.91M Sell
32,902
-78
-0.2% -$8.63K 0.34% 34
2024
Q4 		$3.55M Sell
32,980
-63
-0.2% -$7.37K 0.31% 38
2024
Q3 		$3.87M Buy
33,043
+562
+2% +$64.9K 0.36% 31
2024
Q2 		$3.74M Buy
32,481
+3,177
+11% +$370K 0.37% 30
2024
Q1 		$3.41M Buy
29,304
+791
+3% +$82.8K 0.35% 29
2023
Q4 		$2.85M Buy
28,513
+996
+4% +$105K 0.3% 30
2023
Q3 		$3.24M Sell
27,517
-303
-1% -$33.2K 0.39% 26
2023
Q2 		$2.98M Buy
27,820
+2,070
+8% +$226K 0.35% 27
2023
Q1 		$2.82M Sell
25,750
-1,180
-4% -$131K 0.35% 27
2022
Q4 		$2.97M Sell
26,930
-2,702
-9% -$290K 0.39% 27
2022
Q3 		$2.59M Buy
29,632
+261
+0.9% +$23.8K 0.39% 25
2022
Q2 		$2.52M Sell
29,371
-44
-0.1% -$3.97K 0.38% 27
2022
Q1 		$2.43M Buy
29,415
+4,711
+19% +$366K 0.34% 32
2021
Q4 		$1.51M Sell
24,704
-2,492
-9% -$156K 0.21% 69
2021
Q3 		$1.6M Sell
27,196
-2,662
-9% -$152K 0.25% 53
2021
Q2 		$1.88M Sell
29,858
-1,021
-3% -$61K 0.31% 37
2021
Q1 		$1.72M Buy
30,879
+13,791
+81% +$723K 0.28% 43
2020
Q4 		$704K Buy
17,088
+2,303
+16% +$86.3K 0.17% 48
2020
Q3 		$508K Sell
14,785
-2,733
-16% -$112K 0.16% 46
2020
Q2 		$783K Buy
17,518
+6,071
+53% +$272K 0.24% 43
2020
Q1 		$435K Buy
11,447
+2,985
+35% +$165K 0.17% 41
2019
Q4 		$591K Buy
+8,462
New +$585K 0.22% 44

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

Marcum Wealth's XOM Position: Q1 2025 in Review

Marcum Wealth reduced its ExxonMobil (XOM) stake by 0.24% in Q1 2025, selling an estimated $8.63K and leaving 32,902 shares worth $3.91M. The position accounts for 0.34% of the portfolio, ranked #34.

Marcum Wealth first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Marcum Wealth held 32,902 shares of ExxonMobil worth $3.91M as of Q1 2025.
  • Marcum Wealth sold 78 ExxonMobil shares in Q1 2025, an estimated $8.63K.
  • ExxonMobil made up 0.34% of Marcum Wealth's portfolio in Q1 2025, its #34 holding.
  • Marcum Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.