Pacific Capital Wealth Advisors’s ExxonMobil XOM Stock Holding History

Pacific Capital 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 Q1	–	Sell	-584	Closed	-$62.8K	–	394
2024 Q4	$62.8K	Sell	584 -144	-20%	-$16.8K	0.01%	132
2024 Q3	$85.3K	Sell	728 -196	-21%	-$22.6K	0.01%	118
2024 Q2	$106K	Buy	924 +750	+431%	+$87.4K	0.02%	106
2024 Q1	$20.2K	Buy	174 +12	+7%	+$1.26K	﹤0.01%	188
2023 Q4	$16.2K	Buy	+162	New	+$17K	﹤0.01%	206
2023 Q2	–	Sell	-2,109	Closed	-$231K	–	87
2023 Q1	$231K	Hold	2,109	–	–	0.06%	75
2022 Q4	$233K	Buy	+2,109	New	+$226K	0.06%	79
2020 Q4	–	Sell	-1,788	Closed	-$61K	–	204
2020 Q3	$61K	Buy	+1,788	New	+$73.1K	0.04%	96

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

Norges Bank Oslo, Norway $935B AUM

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

Pacific Capital Wealth Advisors's XOM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 584 shares — an estimated $62.8K sold.

Pacific Capital Wealth Advisors first reported a position in XOM in Q3 2020 and held it in 8 quarters. The position peaked at $233K in Q4 2022. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 584 ExxonMobil shares in Q1 2025, an estimated $62.8K.
Pacific Capital Wealth Advisors first reported a position in ExxonMobil in Q3 2020 and held it in 8 quarters.
Pacific Capital Wealth Advisors's ExxonMobil position peaked at $233K in Q4 2022.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.