North Berkeley Wealth Management’s ExxonMobil XOM Stock Holding History

North Berkeley Wealth Management’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	–	Sell	-2,866	Closed	-$341K	–	69
2025 Q1	$341K	Sell	2,866 -62	-2%	-$6.86K	0.35%	45
2024 Q4	$315K	Buy	+2,928	New	+$343K	0.32%	47

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

North Berkeley Wealth Management's XOM Position: Q2 2025 in Review

North Berkeley Wealth Management sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 2,866 shares — an estimated $341K sold.

North Berkeley Wealth Management first reported a position in XOM in Q4 2024 and held it in 2 quarters. The position peaked at $341K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

North Berkeley Wealth Management reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
North Berkeley Wealth Management sold 2,866 ExxonMobil shares in Q2 2025, an estimated $341K.
North Berkeley Wealth Management first reported a position in ExxonMobil in Q4 2024 and held it in 2 quarters.
North Berkeley Wealth Management's ExxonMobil position peaked at $341K in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on North Berkeley Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.