NWWA
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New Wave Wealth Advisors’s ExxonMobil XOM Stock Holding History

New Wave 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
Q1 		– Sell
-1,556
Closed -$167K – 690
2024
Q4 		$167K Sell
1,556
-1,410
-48% -$165K 0.07% 154
2024
Q3 		$348K Sell
2,966
-335
-10% -$38.7K 0.16% 96
2024
Q2 		$380K Buy
+3,301
New +$384K 0.2% 78

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

New Wave Wealth Advisors's XOM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 1,556 shares — an estimated $167K sold.

New Wave Wealth Advisors first reported a position in XOM in Q2 2024 and held it in 3 quarters. The position peaked at $380K in Q2 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,556 ExxonMobil shares in Q1 2025, an estimated $167K.
  • New Wave Wealth Advisors first reported a position in ExxonMobil in Q2 2024 and held it in 3 quarters.
  • New Wave Wealth Advisors's ExxonMobil position peaked at $380K in Q2 2024.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.