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PFG Private Wealth Management’s ExxonMobil XOM Stock Holding History

PFG Private 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 		– Sell
-101
Closed -$12K – 257
2025
Q1 		$12K Hold
101
– – 0.01% 140
2024
Q4 		$10.9K Hold
101
– – 0.01% 133
2024
Q3 		$11.8K Hold
101
– – 0.01% 135
2024
Q2 		$11.6K Hold
101
– – 0.01% 134
2024
Q1 		$11.7K Hold
101
– – 0.01% 130
2023
Q4 		$10.1K Sell
101
-1,703
-94% -$179K 0.01% 137
2023
Q3 		$212K Sell
1,804
-445
-20% -$48.8K 0.16% 30
2023
Q2 		$241K Sell
2,249
-125
-5% -$13.6K 0.14% 38
2023
Q1 		$260K Sell
2,374
-373
-14% -$41.3K 0.17% 32
2022
Q4 		$303K Buy
2,747
+2,655
+2,886% +$284K 0.19% 36
2022
Q3 		$8K Hold
92
– – 0.01% 198
2022
Q2 		$8K Buy
92
+22
+31% +$1.98K ﹤0.01% 206
2022
Q1 		$6K Buy
70
+2
+3% +$155 ﹤0.01% 216
2021
Q4 		$4K Hold
68
– – ﹤0.01% 256
2021
Q3 		$4K Buy
+68
New +$3.88K ﹤0.01% 231

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

PFG Private Wealth Management's XOM Position: Q2 2025 in Review

PFG Private Wealth Management sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 101 shares — an estimated $12K sold.

PFG Private Wealth Management first reported a position in XOM in Q3 2021 and held it in 15 quarters. The position peaked at $303K in Q4 2022. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • PFG Private Wealth Management reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 101 ExxonMobil shares in Q2 2025, an estimated $12K.
  • PFG Private Wealth Management first reported a position in ExxonMobil in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's ExxonMobil position peaked at $303K in Q4 2022.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.