Palo Alto Wealth Advisors’s ExxonMobil XOM Stock Holding History

Palo Alto 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 Q3	$231K	Buy	+1,932	New	+$215K	0.07%	60

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

Palo Alto Wealth Advisors's XOM Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in ExxonMobil (XOM) in Q3 2025: 1,932 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #60 among its holdings.

4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Palo Alto Wealth Advisors held 1,932 shares of ExxonMobil worth $231K as of Q3 2025.
ExxonMobil was a new Palo Alto Wealth Advisors position in Q3 2025.
ExxonMobil made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #60 holding.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.