Prosperity Wealth Management’s ExxonMobil XOM Stock Holding History

Prosperity 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 Q4	$1.36M	Sell	11,295 -379	-3%	-$44K	0.45%	39
2025 Q3	$1.32M	Sell	11,674 -67	-0.6%	-$7.45K	0.45%	45
2025 Q2	$1.27M	Buy	11,741 +316	+3%	+$33.8K	0.47%	41
2025 Q1	$1.36M	Sell	11,425 -1,151	-9%	-$127K	0.64%	30
2024 Q4	$1.35M	Buy	12,576 +70	+0.6%	+$8.19K	0.56%	29
2024 Q3	$1.47M	Sell	12,506 -1,260	-9%	-$145K	0.59%	28
2024 Q2	$1.58M	Buy	13,766 +1,128	+9%	+$131K	0.78%	25
2024 Q1	$1.47M	Buy	12,638 +606	+5%	+$63.4K	0.7%	26
2023 Q4	$1.2M	Sell	12,032 -565	-4%	-$59.4K	0.78%	24
2023 Q3	$1.48M	Buy	12,597 +62	+0.5%	+$6.8K	0.95%	16
2023 Q2	$1.34M	Buy	12,535 +440	+4%	+$48K	0.87%	18
2023 Q1	$1.33M	Buy	12,095 +13	+0.1%	+$1.44K	1.05%	21
2022 Q4	$1.33M	Buy	+12,082	New	+$1.29M	1.26%	20

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Prosperity Wealth Management's XOM Position: Q4 2025 in Review

Prosperity Wealth Management reduced its ExxonMobil (XOM) stake by 3.2% in Q4 2025, selling an estimated $44K and leaving 11,295 shares worth $1.36M. The position accounts for 0.45% of the portfolio, ranked #39.

Prosperity Wealth Management first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.58M in Q2 2024. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Prosperity Wealth Management held 11,295 shares of ExxonMobil worth $1.36M as of Q4 2025.
Prosperity Wealth Management sold 379 ExxonMobil shares in Q4 2025, an estimated $44K.
ExxonMobil made up 0.45% of Prosperity Wealth Management's portfolio in Q4 2025, its #39 holding.
Prosperity Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's ExxonMobil position peaked at $1.58M in Q2 2024.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.