PCA Investment Advisory Services’s ExxonMobil XOM Stock Holding History

PCA Investment Advisory Services’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	-3,319	Closed	-$357K	–	144
2024 Q4	$357K	Sell	3,319 -10	-0.3%	-$1.17K	0.17%	83
2024 Q3	$390K	Buy	3,329 +15	+0.5%	+$1.73K	0.18%	80
2024 Q2	$381K	Buy	3,314 +33	+1%	+$3.84K	0.2%	72
2024 Q1	$381K	Buy	3,281 +171	+5%	+$17.9K	0.21%	65
2023 Q4	$311K	Buy	3,110 +11	+0.4%	+$1.16K	0.21%	72
2023 Q3	$364K	Buy	3,099 +4	+0.1%	+$439	0.26%	64
2023 Q2	$332K	Sell	3,095 -46	-1%	-$5.02K	0.2%	71
2023 Q1	$345K	Buy	+3,141	New	+$347K	0.24%	67

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

PCA Investment Advisory Services's XOM Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 3,319 shares — an estimated $357K sold.

PCA Investment Advisory Services first reported a position in XOM in Q1 2023 and held it in 8 quarters. The position peaked at $390K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

PCA Investment Advisory Services reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 3,319 ExxonMobil shares in Q1 2025, an estimated $357K.
PCA Investment Advisory Services first reported a position in ExxonMobil in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's ExxonMobil position peaked at $390K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.