McNaughton Wealth Management’s ExxonMobil XOM Stock Holding History

McNaughton 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 Q2	–	Sell	-1,740	Closed	-$207K	–	78
2025 Q1	$207K	Buy	+1,740	New	+$192K	0.1%	73
2024 Q4	–	Sell	-1,766	Closed	-$207K	–	57
2024 Q3	$207K	Buy	1,766 +15	+0.9%	+$1.73K	0.1%	56
2024 Q2	$202K	Buy	+1,751	New	+$204K	0.11%	53

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

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

Norges Bank Oslo, Norway $935B AUM

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

McNaughton Wealth Management's XOM Position: Q2 2025 in Review

McNaughton Wealth Management sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,740 shares — an estimated $207K sold.

McNaughton Wealth Management first reported a position in XOM in Q2 2024 and held it in 3 quarters. The position peaked at $207K in Q3 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

McNaughton Wealth Management reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
McNaughton Wealth Management sold 1,740 ExxonMobil shares in Q2 2025, an estimated $207K.
McNaughton Wealth Management first reported a position in ExxonMobil in Q2 2024 and held it in 3 quarters.
McNaughton Wealth Management's ExxonMobil position peaked at $207K in Q3 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on McNaughton Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.