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Paragon Advisors’s ExxonMobil XOM Stock Holding History

Paragon 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 		– Sell
-2,941
Closed -$317K – 87
2025
Q2 		$317K Sell
2,941
-1,649
-36% -$176K 0.08% 68
2025
Q1 		$546K Sell
4,590
-959
-17% -$106K 0.21% 66
2024
Q4 		$597K Buy
5,549
+3
+0.1% +$351 0.2% 64
2024
Q3 		$650K Sell
5,546
-747
-12% -$86.3K 0.21% 60
2024
Q2 		$724K Buy
6,293
+1,299
+26% +$151K 0.26% 59
2024
Q1 		$581K Buy
4,994
+272
+6% +$28.5K 0.23% 64
2023
Q4 		$472K Buy
4,722
+128
+3% +$13.5K 0.2% 82
2023
Q3 		$540K Hold
4,594
– – 0.22% 87
2023
Q2 		$492K Sell
4,594
-1,108
-19% -$121K 0.16% 98
2023
Q1 		$625K Buy
5,702
+592
+12% +$65.5K 0.21% 78
2022
Q4 		$563K Hold
5,110
– – 0.25% 63
2022
Q3 		$446K Hold
5,110
– – 0.23% 51
2022
Q2 		$438K Sell
5,110
-13
-0.3% -$1.17K 0.22% 53
2022
Q1 		$423K Buy
5,123
+15
+0.3% +$1.17K 0.18% 65
2021
Q4 		$313K Buy
5,108
+1
+0% +$62 0.15% 63
2021
Q3 		$300K Sell
5,107
-6
-0.1% -$342 0.15% 59
2021
Q2 		$323K Buy
5,113
+9
+0.2% +$537 0.15% 63
2021
Q1 		$285K Sell
5,104
-5,257
-51% -$276K 0.16% 75
2020
Q4 		$430K Sell
10,361
-2,096
-17% -$78.6K 0.23% 75
2020
Q3 		$428K Sell
12,457
-53
-0.4% -$2.17K 0.29% 76
2020
Q2 		$559K Sell
12,510
-867
-6% -$38.9K 0.45% 72
2020
Q1 		$508K Sell
13,377
-10,339
-44% -$571K 0.68% 31
2019
Q4 		$1.64M Buy
+23,716
New +$1.64M 1.77% 15

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paragon Advisors's XOM Position: Q3 2025 in Review

Paragon Advisors sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 2,941 shares — an estimated $317K sold.

Paragon Advisors first reported a position in XOM in Q4 2019 and held it in 23 quarters. The position peaked at $1.64M in Q4 2019. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Paragon Advisors reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
  • Paragon Advisors sold 2,941 ExxonMobil shares in Q3 2025, an estimated $317K.
  • Paragon Advisors first reported a position in ExxonMobil in Q4 2019 and held it in 23 quarters.
  • Paragon Advisors's ExxonMobil position peaked at $1.64M in Q4 2019.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Paragon Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.