O'Brien Wealth Partners’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$88.8K Hold
738
0.01% 89
2025
Q3
$83.2K Buy
738
+25
+4% +$2.78K 0.01% 76
2025
Q2
$76.9K Sell
713
-40
-5% -$4.28K 0.01% 63
2025
Q1
$89.6K Sell
753
-193
-20% -$21.3K 0.02% 58
2024
Q4
$102K Hold
946
0.02% 54
2024
Q3
$111K Sell
946
-690
-42% -$79.7K 0.02% 53
2024
Q2
$188K Buy
1,636
+194
+13% +$22.6K 0.04% 42
2024
Q1
$168K Sell
1,442
-249
-15% -$26.1K 0.04% 46
2023
Q4
$169K Sell
1,691
-488
-22% -$51.3K 0.04% 47
2023
Q3
$256K Buy
2,179
+5
+0.2% +$548 0.07% 32
2023
Q2
$233K Buy
2,174
+732
+51% +$79.9K 0.07% 39
2023
Q1
$158K Sell
1,442
-564
-28% -$62.4K 0.05% 47
2022
Q4
$221K Sell
2,006
-895
-31% -$95.9K 0.09% 43
2022
Q3
$253K Sell
2,901
-96
-3% -$8.77K 0.11% 40
2022
Q2
$257K Sell
2,997
-7
-0.2% -$631 0.11% 39
2022
Q1
$254K Buy
3,004
+135
+5% +$10.5K 0.1% 31
2021
Q4
$230K Sell
2,869
-154
-5% -$9.63K 0.08% 35
2021
Q3
$186K Sell
3,023
-587
-16% -$33.5K 0.07% 35
2021
Q2
$221K Buy
+3,610
New +$216K 0.07% 41
2020
Q1
Sell
-3,890
Closed -$276K 46
2019
Q4
$276K Sell
3,890
-592
-13% -$40.9K 0.2% 32
2019
Q3
$316K Sell
4,482
-711
-14% -$51.4K 0.25% 27
2019
Q2
$395K Buy
5,193
+44
+0.9% +$3.41K 0.29% 24
2019
Q1
$416K Buy
5,149
+198
+4% +$15.1K 0.29% 21
2018
Q4
$355K Sell
4,951
-5,003
-50% -$393K 0.24% 25
2018
Q3
$846K Buy
+9,954
New +$814K 0.55% 12
2018
Q2
Sell
-5,470
Closed -$408K 181
2018
Q1
$408K Buy
5,470
+391
+8% +$31.3K 0.28% 20
2017
Q4
$425K Sell
5,079
-124
-2% -$10.3K 0.27% 20
2017
Q3
$427K Hold
5,203
0.22% 22
2017
Q2
$420K Buy
5,203
+320
+7% +$26.2K 0.22% 25
2017
Q1
$400K Sell
4,883
-413
-8% -$34.5K 0.22% 26
2016
Q4
$478K Hold
5,296
0.29% 23
2016
Q3
$462K Hold
5,296
0.3% 23
2016
Q2
$496K Hold
5,296
0.35% 21
2016
Q1
$443K Hold
5,296
0.34% 23
2015
Q4
$413K Buy
+5,296
New +$423K 0.4% 21

Other funds holding XOM

O'Brien Wealth Partners's XOM Position: Q4 2025 in Review

O'Brien Wealth Partners held its ExxonMobil (XOM) position steady in Q4 2025 at 738 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #89.

O'Brien Wealth Partners first reported a position in XOM in Q4 2015 and has held it in 35 quarters since. The position peaked at $846K in Q3 2018. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • O'Brien Wealth Partners held 738 shares of ExxonMobil worth $88.8K as of Q4 2025.
  • O'Brien Wealth Partners left its ExxonMobil share count unchanged in Q4 2025.
  • ExxonMobil made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #89 holding.
  • O'Brien Wealth Partners first reported a position in ExxonMobil in Q4 2015 and has held it in 35 quarters since.
  • O'Brien Wealth Partners's ExxonMobil position peaked at $846K in Q3 2018.
  • 4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.