Oak Hill Wealth Advisors’s ExxonMobil XOM Stock Holding History

Oak Hill 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	$3.63M	Buy	32,208 +157	+0.5%	+$17.5K	0.68%	26
2025 Q2	$3.66M	Buy	32,051 +308	+1%	+$32.9K	0.76%	25
2025 Q1	$3.78M	Sell	31,743 -96	-0.3%	-$10.6K	0.88%	25
2024 Q4	$3.42M	Buy	+31,839	New	+$3.72M	0.82%	25
2024 Q3	–	Sell	-23,010	Closed	-$2.66M	–	229
2024 Q2	$2.65M	Buy	+23,010	New	+$2.68M	0.8%	20
2024 Q1	–	Sell	-24,415	Closed	-$2.55M	–	214
2023 Q4	$2.44M	Sell	24,415 -248	-1%	-$26.1K	0.84%	17
2023 Q3	$2.9M	Sell	24,663 -2,519	-9%	-$276K	1.12%	15
2023 Q2	$2.92M	Buy	27,182 +2,045	+8%	+$223K	1.08%	16
2023 Q1	$2.76M	Sell	25,137 -580	-2%	-$64.2K	1.09%	17
2022 Q4	$2.86M	Buy	+25,717	New	+$2.76M	1.18%	17

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

Oak Hill Wealth Advisors's XOM Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its ExxonMobil (XOM) stake by 0.49% in Q3 2025, buying an estimated $17.5K and bringing the position to 32,208 shares worth $3.63M. The position accounts for 0.68% of the portfolio, ranked #26.

Oak Hill Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.78M in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Oak Hill Wealth Advisors held 32,208 shares of ExxonMobil worth $3.63M as of Q3 2025.
Oak Hill Wealth Advisors bought 157 ExxonMobil shares in Q3 2025, an estimated $17.5K.
ExxonMobil made up 0.68% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #26 holding.
Oak Hill Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's ExxonMobil position peaked at $3.78M in Q1 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.