Melfa Wealth Management’s ExxonMobil XOM Stock Holding History

Melfa 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
2026 Q1	$2.84M	Sell	16,744 -1,154	-6%	-$168K	1.63%	13
2025 Q4	$2.15M	Buy	17,898 +4,057	+29%	+$471K	1.24%	19
2025 Q3	$1.56M	Sell	13,841 -145	-1%	-$16.1K	0.91%	26
2025 Q2	$1.51M	Hold	13,986	–	–	0.95%	24
2025 Q1	$1.66M	Sell	13,986 -975	-7%	-$108K	1.12%	20
2024 Q4	$1.61M	Buy	14,961 +144	+1%	+$16.8K	1.08%	22
2024 Q3	$1.74M	Sell	14,817 -7	-0%	-$808	1.15%	20
2024 Q2	$1.71M	Buy	14,824 +343	+2%	+$39.9K	1.19%	20
2024 Q1	$1.68M	Buy	14,481 +1,832	+14%	+$192K	1.22%	19
2023 Q4	$1.26M	Sell	12,649 -4,128	-25%	-$434K	1.19%	22
2023 Q3	$1.97M	Sell	16,777 -49	-0.3%	-$5.38K	2.14%	11
2023 Q2	$1.8M	Sell	16,826 -299	-2%	-$32.6K	1.83%	12
2023 Q1	$1.88M	Buy	17,125 +3,250	+23%	+$359K	1.88%	12
2022 Q4	$1.53M	Buy	+13,875	New	+$1.49M	1.6%	17

Other funds holding XOM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon

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