PWM
XOM icon

Parkworth Wealth Management’s ExxonMobil XOM Stock Holding History

Parkworth 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
Q2 		$257K Buy
2,389
+19
+0.8% +$2.03K 0.19% 51
2025
Q1 		$282K Hold
2,370
– – 0.23% 46
2024
Q4 		$255K Buy
+2,370
New +$277K 0.21% 45

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkworth Wealth Management's XOM Position: Q2 2025 in Review

Parkworth Wealth Management increased its ExxonMobil (XOM) stake by 0.8% in Q2 2025, buying an estimated $2.03K and bringing the position to 2,389 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #51.

Parkworth Wealth Management first reported a position in XOM in Q4 2024 and has held it in 3 quarters since. The position peaked at $282K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Parkworth Wealth Management held 2,389 shares of ExxonMobil worth $257K as of Q2 2025.
  • Parkworth Wealth Management bought 19 ExxonMobil shares in Q2 2025, an estimated $2.03K.
  • ExxonMobil made up 0.19% of Parkworth Wealth Management's portfolio in Q2 2025, its #51 holding.
  • Parkworth Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's ExxonMobil position peaked at $282K in Q1 2025.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.