Principia Wealth Advisory’s ExxonMobil XOM Stock Holding History

Principia Wealth Advisory’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 Q4	$105K	Buy	868 +35	+4%	+$4.06K	0.07%	98
2025 Q3	$93.9K	Buy	833 +28	+3%	+$3.11K	0.06%	99
2025 Q2	$86.8K	Buy	805 +6	+0.8%	+$641	0.07%	93
2025 Q1	$84.6K	Buy	799 +92	+13%	+$10.2K	0.08%	75
2024 Q4	$76K	Buy	+707	New	+$82.7K	0.07%	75

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principia Wealth Advisory's XOM Position: Q4 2025 in Review

Principia Wealth Advisory increased its ExxonMobil (XOM) stake by 4.2% in Q4 2025, buying an estimated $4.06K and bringing the position to 868 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #98.

Principia Wealth Advisory first reported a position in XOM in Q4 2024 and has held it in 5 quarters since. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Principia Wealth Advisory held 868 shares of ExxonMobil worth $105K as of Q4 2025.
Principia Wealth Advisory bought 35 ExxonMobil shares in Q4 2025, an estimated $4.06K.
ExxonMobil made up 0.07% of Principia Wealth Advisory's portfolio in Q4 2025, its #98 holding.
Principia Wealth Advisory first reported a position in ExxonMobil in Q4 2024 and has held it in 5 quarters since.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.