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PBMares Wealth Management’s ExxonMobil XOM Stock Holding History

PBMares 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 		$10.9M Buy
96,939
+558
+0.6% +$62K 1.77% 13
2025
Q2 		$10.4M Sell
96,381
-971
-1% -$104K 1.9% 13
2025
Q1 		$11.6M Sell
97,352
-173
-0.2% -$19.1K 2.32% 12
2024
Q4 		$10.5M Buy
97,525
+3,041
+3% +$356K 2.14% 14
2024
Q3 		$11.1M Sell
94,484
-8
-0% -$924 2.31% 12
2024
Q2 		$10.9M Sell
94,492
-236
-0.2% -$27.5K 2.67% 11
2024
Q1 		$11M Sell
94,728
-189
-0.2% -$19.8K 2.87% 9
2023
Q4 		$9.49M Sell
94,917
-1,348
-1% -$142K 2.85% 8
2023
Q3 		$11.3M Buy
96,265
+16
+0% +$1.75K 4.08% 6
2023
Q2 		$10.3M Sell
96,249
-1,235
-1% -$135K 3.69% 7
2023
Q1 		$10.7M Sell
97,484
-443
-0.5% -$49K 3.97% 7
2022
Q4 		$10.8M Buy
97,927
+1,209
+1% +$130K 4.37% 7
2022
Q3 		$8.44M Buy
96,718
+9
+0% +$822 3.68% 6
2022
Q2 		$8.28M Sell
96,709
-2,107
-2% -$190K 3.55% 7
2022
Q1 		$8.16M Sell
98,816
-843
-0.8% -$65.5K 5.03% 3
2021
Q4 		$6.1M Buy
99,659
+1,415
+1% +$88.4K 2.58% 10
2021
Q3 		$5.78M Sell
98,244
-629
-0.6% -$35.8K 2.75% 10
2021
Q2 		$6.24M Sell
98,873
-1,383
-1% -$82.6K 3.4% 6
2021
Q1 		$5.6M Buy
100,256
+2,917
+3% +$153K 4.57% 3
2020
Q4 		$4.01M Sell
97,339
-50
-0.1% -$1.88K 4.61% 1
2020
Q3 		$3.34M Buy
97,389
+594
+0.6% +$24.3K 4.91% 1
2020
Q2 		$4.33M Buy
96,795
+19,998
+26% +$897K 6.51% 1
2020
Q1 		$2.92M Buy
76,797
+960
+1% +$53K 4.59% 2
2019
Q4 		$5.29M Buy
+75,837
New +$5.24M 6.3% 1

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

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

PBMares Wealth Management increased its ExxonMobil (XOM) stake by 0.58% in Q3 2025, buying an estimated $62K and bringing the position to 96,939 shares worth $10.9M. The position accounts for 1.77% of the portfolio, ranked #13.

PBMares Wealth Management first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $11.6M in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • PBMares Wealth Management held 96,939 shares of ExxonMobil worth $10.9M as of Q3 2025.
  • PBMares Wealth Management bought 558 ExxonMobil shares in Q3 2025, an estimated $62K.
  • ExxonMobil made up 1.77% of PBMares Wealth Management's portfolio in Q3 2025, its #13 holding.
  • PBMares Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's ExxonMobil position peaked at $11.6M in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.