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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
2024
Q4 		– Sell
-23,019
Closed -$2.7M – 248
2024
Q3 		$2.7M Buy
+23,019
New +$2.66M 0.66% 28
2024
Q2 		– Sell
-23,969
Closed -$2.79M – 221
2024
Q1 		$2.79M Buy
+23,969
New +$2.51M 0.89% 17

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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.