Quantum Private Wealth’s ExxonMobil XOM Stock Holding History

Quantum Private Wealth’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	-2,837	Closed	-$305K	–	184
2024 Q4	$305K	Hold	2,837	–	–	0.1%	143
2024 Q3	$333K	Sell	2,837 -25	-0.9%	-$2.89K	0.11%	147
2024 Q2	$330K	Buy	2,862 +438	+18%	+$51K	0.12%	147
2024 Q1	$282K	Hold	2,424	–	–	0.1%	149
2023 Q4	$242K	Hold	2,424	–	–	0.1%	161
2023 Q3	$285K	Hold	2,424	–	–	0.14%	142
2023 Q2	$260K	Hold	2,424	–	–	0.12%	151
2023 Q1	$266K	Buy	2,424 +116	+5%	+$12.8K	0.14%	145
2022 Q4	$255K	Hold	2,308	–	–	0.16%	144
2022 Q3	$201K	Buy	+2,308	New	+$211K	0.13%	161

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

Quantum Private Wealth's XOM Position: Q1 2025 in Review

Quantum Private Wealth sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,837 shares — an estimated $305K sold.

Quantum Private Wealth first reported a position in XOM in Q3 2022 and held it in 10 quarters. The position peaked at $333K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Quantum Private Wealth reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Quantum Private Wealth sold 2,837 ExxonMobil shares in Q1 2025, an estimated $305K.
Quantum Private Wealth first reported a position in ExxonMobil in Q3 2022 and held it in 10 quarters.
Quantum Private Wealth's ExxonMobil position peaked at $333K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

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