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Proquility Private Wealth Partners’s ExxonMobil XOM Stock Holding History

Proquility Private Wealth Partners’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 		$6.83M Buy
57,420
+17,740
+45% +$1.96M 2.1% 16
2024
Q4 		$4.27M Sell
39,680
-3,673
-8% -$430K 1.37% 26
2024
Q3 		$5.08M Buy
43,353
+4,218
+11% +$487K 1.63% 19
2024
Q2 		$4.51M Sell
39,135
-4,285
-10% -$499K 1.54% 19
2024
Q1 		$5.05M Buy
43,420
+5,305
+14% +$555K 1.73% 18
2023
Q4 		$3.81M Sell
38,115
-804
-2% -$84.5K 1.44% 23
2023
Q3 		$4.58M Sell
38,919
-128
-0.3% -$14K 1.88% 15
2023
Q2 		$4.19M Sell
39,047
-266
-0.7% -$29K 1.64% 18
2023
Q1 		$4.31M Sell
39,313
-12,540
-24% -$1.39M 1.71% 16
2022
Q4 		$5.72M Sell
51,853
-7,227
-12% -$774K 2.35% 12
2022
Q3 		$5.16M Sell
59,080
-1,584
-3% -$145K 2.37% 9
2022
Q2 		$5.2M Buy
60,664
+772
+1% +$69.6K 2.23% 11
2022
Q1 		$5.17M Sell
59,892
-1,606,535
-96% -$125M 2.16% 14
2021
Q4 		$6.55M Buy
1,666,427
+1,592,519
+2,155% +$99.5M 2.31% 12
2021
Q3 		$4.35M Buy
73,908
+9,340
+14% +$532K 1.64% 15
2021
Q2 		$4.07M Sell
64,568
-1,594,186
-96% -$95.2M 1.53% 17
2021
Q1 		$4.71M Buy
1,658,754
+23,058
+1% +$1.21M 1.88% 15
2020
Q4 		$2.94M Buy
+1,635,696
New +$61.3M 1.34% 21

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
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

Proquility Private Wealth Partners's XOM Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its ExxonMobil (XOM) stake by 45% in Q1 2025, buying an estimated $1.96M and bringing the position to 57,420 shares worth $6.83M. The position accounts for 2.1% of the portfolio, ranked #16.

Proquility Private Wealth Partners first reported a position in XOM in Q4 2020 and has held it in 18 quarters since. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Proquility Private Wealth Partners held 57,420 shares of ExxonMobil worth $6.83M as of Q1 2025.
  • Proquility Private Wealth Partners bought 17,740 ExxonMobil shares in Q1 2025, an estimated $1.96M.
  • ExxonMobil made up 2.1% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #16 holding.
  • Proquility Private Wealth Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 18 quarters since.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.