Moser Wealth Advisors’s ExxonMobil XOM Stock Holding History

Moser 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 Q2	$1.57M	Buy	14,520 +176	+1%	+$18.8K	0.75%	28
2025 Q1	$1.71M	Buy	14,344 +9	+0.1%	+$995	0.89%	25
2024 Q4	$1.54M	Sell	14,335 -219	-2%	-$25.6K	0.8%	29
2024 Q3	$1.71M	Buy	14,554 +81	+0.6%	+$9.35K	0.88%	29
2024 Q2	$1.67M	Buy	14,473 +442	+3%	+$51.5K	0.91%	30
2024 Q1	$1.63M	Buy	14,031 +1,366	+11%	+$143K	0.91%	27
2023 Q4	$1.27M	Buy	12,665 +4,045	+47%	+$425K	0.81%	29
2023 Q3	$1.01M	Buy	8,620 +778	+10%	+$85.3K	0.71%	33
2023 Q2	$841K	Buy	+7,842	New	+$856K	0.57%	40
2022 Q4	$477K	Buy	4,329 +1,950	+82%	+$209K	0.36%	52
2022 Q3	$208K	Hold	2,379	–	–	0.16%	64
2022 Q2	$204K	Hold	2,379	–	–	0.15%	65
2022 Q1	$196K	Hold	2,379	–	–	0.12%	72
2021 Q4	$146K	Hold	2,379	–	–	0.09%	74
2021 Q3	$140K	Hold	2,379	–	–	0.09%	74
2021 Q2	$150K	Hold	2,379	–	–	0.1%	75
2021 Q1	$133K	Hold	2,379	–	–	0.09%	75
2020 Q4	$98K	Hold	2,379	–	–	0.07%	75
2020 Q3	$82K	Hold	2,379	–	–	0.07%	74
2020 Q2	$106K	Hold	2,379	–	–	0.1%	61
2020 Q1	$90K	Buy	+2,379	New	+$131K	0.1%	61

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

Moser Wealth Advisors's XOM Position: Q2 2025 in Review

Moser Wealth Advisors increased its ExxonMobil (XOM) stake by 1.2% in Q2 2025, buying an estimated $18.8K and bringing the position to 14,520 shares worth $1.57M. The position accounts for 0.75% of the portfolio, ranked #28.

Moser Wealth Advisors first reported a position in XOM in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.71M in Q3 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Moser Wealth Advisors held 14,520 shares of ExxonMobil worth $1.57M as of Q2 2025.
Moser Wealth Advisors bought 176 ExxonMobil shares in Q2 2025, an estimated $18.8K.
ExxonMobil made up 0.75% of Moser Wealth Advisors's portfolio in Q2 2025, its #28 holding.
Moser Wealth Advisors first reported a position in ExxonMobil in Q1 2020 and has held it in 21 quarters since.
Moser Wealth Advisors's ExxonMobil position peaked at $1.71M in Q3 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.