Oldfather Financial Services’s ExxonMobil XOM Stock Holding History

Oldfather Financial 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	$534K	Buy	4,440 +651	+17%	+$75.5K	0.16%	59
2025 Q3	$427K	Buy	3,789 +25	+0.7%	+$2.78K	0.13%	61
2025 Q2	$406K	Sell	3,764 -68	-2%	-$7.27K	0.14%	57
2025 Q1	$456K	Buy	3,832 +80	+2%	+$8.85K	0.17%	49
2024 Q4	$404K	Sell	3,752 -83	-2%	-$9.71K	0.15%	52
2024 Q3	$450K	Buy	3,835 +106	+3%	+$12.2K	0.17%	45
2024 Q2	$429K	Buy	3,729 +64	+2%	+$7.45K	0.18%	44
2024 Q1	$426K	Buy	3,665 +3	+0.1%	+$314	0.18%	48
2023 Q4	$366K	Buy	3,662 +45	+1%	+$4.73K	0.16%	47
2023 Q3	$425K	Buy	3,617 +3	+0.1%	+$329	0.22%	41
2023 Q2	$388K	Buy	3,614 +3	+0.1%	+$327	0.19%	45
2023 Q1	$396K	Buy	+3,611	New	+$399K	0.2%	46

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Oldfather Financial Services's XOM Position: Q4 2025 in Review

Oldfather Financial Services increased its ExxonMobil (XOM) stake by 17% in Q4 2025, buying an estimated $75.5K and bringing the position to 4,440 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #59.

Oldfather Financial Services first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. 4,543 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Oldfather Financial Services held 4,440 shares of ExxonMobil worth $534K as of Q4 2025.
Oldfather Financial Services bought 651 ExxonMobil shares in Q4 2025, an estimated $75.5K.
ExxonMobil made up 0.16% of Oldfather Financial Services's portfolio in Q4 2025, its #59 holding.
Oldfather Financial Services first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
4,543 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.