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Monterey Private Wealth’s ExxonMobil XOM Stock Holding History

Monterey Private 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 		$1.58M Sell
13,301
-2,987
-18% -$330K 0.47% 32
2024
Q4 		$1.75M Sell
16,288
-22
-0.1% -$2.57K 0.58% 29
2024
Q3 		$1.91M Sell
16,310
-4,872
-23% -$563K 0.65% 26
2024
Q2 		$2.44M Buy
21,182
+377
+2% +$43.9K 0.91% 22
2024
Q1 		$2.42M Sell
20,805
-1,536
-7% -$161K 0.97% 20
2023
Q4 		$2.23M Sell
22,341
-336
-1% -$35.3K 1.01% 21
2023
Q3 		$2.67M Sell
22,677
-1,435
-6% -$157K 1.34% 18
2023
Q2 		$2.59M Buy
24,112
+2,606
+12% +$284K 1.25% 19
2023
Q1 		$2.36M Sell
21,506
-896
-4% -$99.1K 1.21% 20
2022
Q4 		$2.47M Buy
22,402
+1,524
+7% +$163K 1.33% 18
2022
Q3 		$1.85M Sell
20,878
-1,121
-5% -$102K 1.11% 19
2022
Q2 		$1.88M Buy
21,999
+349
+2% +$31.5K 1.08% 20
2022
Q1 		$1.81M Sell
21,650
-762
-3% -$59.2K 0.88% 21
2021
Q4 		$1.37M Buy
22,412
+83
+0.4% +$5.19K 0.68% 27
2021
Q3 		$1.38M Buy
22,329
+2,642
+13% +$151K 0.77% 23
2021
Q2 		$1.24M Sell
19,687
-75
-0.4% -$4.48K 0.71% 25
2021
Q1 		$1.1M Sell
19,762
-203
-1% -$10.6K 0.61% 27
2020
Q4 		$823K Sell
19,965
-152
-0.8% -$5.7K 0.47% 31
2020
Q3 		$691K Buy
20,117
+403
+2% +$16.5K 0.44% 28
2020
Q2 		$882K Sell
19,714
-1,710
-8% -$76.7K 0.63% 23
2020
Q1 		$813K Sell
21,424
-1,372
-6% -$75.8K 0.69% 18
2019
Q4 		$1.59M Buy
+22,796
New +$1.58M 1.28% 9

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

Monterey Private Wealth's XOM Position: Q1 2025 in Review

Monterey Private Wealth reduced its ExxonMobil (XOM) stake by 18% in Q1 2025, selling an estimated $330K and leaving 13,301 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #32.

Monterey Private Wealth first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.67M in Q3 2023. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Monterey Private Wealth held 13,301 shares of ExxonMobil worth $1.58M as of Q1 2025.
  • Monterey Private Wealth sold 2,987 ExxonMobil shares in Q1 2025, an estimated $330K.
  • ExxonMobil made up 0.47% of Monterey Private Wealth's portfolio in Q1 2025, its #32 holding.
  • Monterey Private Wealth first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's ExxonMobil position peaked at $2.67M in Q3 2023.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.