Opes Wealth Management’s ExxonMobil XOM Stock Holding History

Opes 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 Q3	–	Sell	-4,727	Closed	-$510K	–	151
2025 Q2	$510K	Buy	+4,727	New	+$505K	0.09%	89

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

Opes Wealth Management's XOM Position: Q3 2025 in Review

Opes Wealth Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 4,727 shares — an estimated $510K sold.

Opes Wealth Management first reported a position in XOM in Q2 2025 and held it in 1 quarter. The position peaked at $510K in Q2 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Opes Wealth Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Opes Wealth Management sold 4,727 ExxonMobil shares in Q3 2025, an estimated $510K.
Opes Wealth Management first reported a position in ExxonMobil in Q2 2025 and held it in 1 quarter.
Opes Wealth Management's ExxonMobil position peaked at $510K in Q2 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Opes Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.