Primoris Wealth Advisors’s ExxonMobil XOM Stock Holding History

Primoris Wealth 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 Q1	–	Sell	-2,410	Closed	-$259K	–	105
2024 Q4	$259K	Hold	2,410	–	–	0.2%	80
2024 Q3	$292K	Buy	+2,410	New	+$278K	0.21%	85

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

Primoris Wealth Advisors's XOM Position: Q1 2025 in Review

Primoris Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,410 shares — an estimated $259K sold.

Primoris Wealth Advisors first reported a position in XOM in Q3 2024 and held it in 2 quarters. The position peaked at $292K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Primoris Wealth Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 2,410 ExxonMobil shares in Q1 2025, an estimated $259K.
Primoris Wealth Advisors first reported a position in ExxonMobil in Q3 2024 and held it in 2 quarters.
Primoris Wealth Advisors's ExxonMobil position peaked at $292K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Primoris Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.