NAS
XOM icon

Nicolet Advisory Services’s ExxonMobil XOM Stock Holding History

Nicolet Advisory Services’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
Q4 		$4.55M Buy
36,660
+2,148
+6% +$249K 0.31% 47
2025
Q3 		$3.94M Sell
34,512
-560
-2% -$62.3K 0.31% 51
2025
Q2 		$3.85M Sell
35,072
-955
-3% -$102K 0.33% 46
2025
Q1 		$3.6M Buy
36,027
+1,547
+4% +$171K 0.36% 42
2024
Q4 		$3.67M Sell
34,480
-2,329
-6% -$272K 0.34% 47
2024
Q3 		$4.51M Sell
36,809
-1,858
-5% -$215K 0.43% 39
2024
Q2 		$4.33M Buy
38,667
+530
+1% +$61.7K 0.41% 40
2024
Q1 		$4.62M Buy
38,137
+2,574
+7% +$269K 0.47% 38
2023
Q4 		$3.65M Sell
35,563
-888
-2% -$93.3K 0.39% 41
2023
Q3 		$4.06M Buy
36,451
+572
+2% +$62.7K 0.45% 39
2023
Q2 		$3.69M Buy
35,879
+2,005
+6% +$219K 0.41% 42
2023
Q1 		$3.9M Buy
33,874
+4,967
+17% +$549K 0.45% 38
2022
Q4 		$3.22M Sell
28,907
-2,889
-9% -$310K 0.43% 38
2022
Q3 		$3.14M Buy
31,796
+1,363
+4% +$124K 0.51% 30
2022
Q2 		$2.62M Sell
30,433
-76
-0.2% -$6.86K 0.39% 36
2022
Q1 		$2.65M Sell
30,509
-4,373
-13% -$340K 0.35% 38
2021
Q4 		$2.13M Buy
34,882
+2,111
+6% +$132K 0.26% 42
2021
Q3 		$1.93M Sell
32,771
-389
-1% -$22.2K 0.24% 44
2021
Q2 		$2.09M Sell
33,160
-310
-0.9% -$18.5K 0.27% 44
2021
Q1 		$1.87M Sell
33,470
-1,012
-3% -$53.1K 0.26% 45
2020
Q4 		$1.42M Buy
34,482
+381
+1% +$14.3K 0.2% 55
2020
Q3 		$1.17M Sell
34,101
-8,188
-19% -$335K 0.18% 61
2020
Q2 		$1.89M Sell
42,289
-4,890
-10% -$219K 0.29% 52
2020
Q1 		$1.79M Buy
47,179
+12,651
+37% +$699K 0.32% 50
2019
Q4 		$2.41M Sell
34,528
-839
-2% -$58K 0.38% 40
2019
Q3 		$2.5M Buy
35,367
+691
+2% +$50K 0.38% 35
2019
Q2 		$2.66M Sell
34,676
-1,636
-5% -$127K 0.41% 33
2019
Q1 		$2.93M Buy
+36,312
New +$2.77M 0.5% 32

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Nicolet Advisory Services's XOM Position: Q4 2025 in Review

Nicolet Advisory Services increased its ExxonMobil (XOM) stake by 6.2% in Q4 2025, buying an estimated $249K and bringing the position to 36,660 shares worth $4.55M. The position accounts for 0.31% of the portfolio, ranked #47.

Nicolet Advisory Services first reported a position in XOM in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.62M in Q1 2024. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Nicolet Advisory Services held 36,660 shares of ExxonMobil worth $4.55M as of Q4 2025.
  • Nicolet Advisory Services bought 2,148 ExxonMobil shares in Q4 2025, an estimated $249K.
  • ExxonMobil made up 0.31% of Nicolet Advisory Services's portfolio in Q4 2025, its #47 holding.
  • Nicolet Advisory Services first reported a position in ExxonMobil in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's ExxonMobil position peaked at $4.62M in Q1 2024.
  • 4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.