Monument Group Wealth Advisors’s ExxonMobil XOM Stock Holding History

Monument Group 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	–	Sell	-5,273	Closed	-$568K	–	54
2025 Q2	$568K	Buy	5,273 +293	+6%	+$31.3K	0.36%	19
2025 Q1	$592K	Buy	4,980 +69	+1%	+$7.63K	0.41%	17
2024 Q4	$528K	Sell	4,911 -16	-0.3%	-$1.87K	0.37%	20
2024 Q3	$578K	Sell	4,927 -37	-0.7%	-$4.27K	0.35%	19
2024 Q2	$571K	Hold	4,964	–	–	0.38%	20
2024 Q1	$577K	Hold	4,964	–	–	0.43%	19
2023 Q4	$496K	Buy	+4,964	New	+$522K	0.42%	18

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

Monument Group Wealth Advisors's XOM Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 5,273 shares — an estimated $568K sold.

Monument Group Wealth Advisors first reported a position in XOM in Q4 2023 and held it in 7 quarters. The position peaked at $592K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Monument Group Wealth Advisors reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 5,273 ExxonMobil shares in Q3 2025, an estimated $568K.
Monument Group Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and held it in 7 quarters.
Monument Group Wealth Advisors's ExxonMobil position peaked at $592K in Q1 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.