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Semmax Financial Advisors’s ExxonMobil XOM Stock Holding History

Semmax Financial 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
Q2 		$7.05M Buy
66,031
+631
+1% +$67.5K 1.82% 10
2025
Q1 		$7.02M Buy
65,400
+2,717
+4% +$300K 1.9% 9
2024
Q4 		$6.84M Buy
62,683
+1,293
+2% +$151K 1.83% 10
2024
Q3 		$7.39M Buy
61,390
+868
+1% +$100K 2.03% 7
2024
Q2 		$7.13M Sell
60,522
-290
-0.5% -$33.8K 2.14% 7
2024
Q1 		$7.17M Sell
60,812
-681
-1% -$71.3K 2.36% 4
2023
Q4 		$6.29M Buy
61,493
+627
+1% +$65.9K 2.29% 6
2023
Q3 		$6.38M Buy
+60,866
New +$6.68M 2.55% 5
2022
Q4 		$7.6M Buy
67,338
+3,670
+6% +$393K 3.03% 6
2022
Q3 		$7.24M Buy
63,668
+560
+0.9% +$51.1K 3.06% 7
2022
Q2 		$5.77M Buy
63,108
+6,521
+12% +$588K 2.35% 8
2022
Q1 		$4.67M Buy
56,587
+2,096
+4% +$163K 1.84% 16
2021
Q4 		$3.33M Sell
54,491
-4,284
-7% -$268K 1.23% 26
2021
Q3 		$3.46M Sell
58,775
-2,836
-5% -$162K 1.19% 29
2021
Q2 		$3.89M Buy
61,611
+2,760
+5% +$165K 1.24% 23
2021
Q1 		$3.29M Sell
58,851
-3,159
-5% -$166K 1.17% 26
2020
Q4 		$2.56M Buy
62,010
+1,540
+3% +$57.7K 1.06% 33
2020
Q3 		$2.08M Buy
60,470
+1,927
+3% +$78.8K 0.99% 38
2020
Q2 		$2.62M Sell
58,543
-1,633
-3% -$73.2K 1.37% 23
2020
Q1 		$2.29M Buy
60,176
+11,957
+25% +$660K 1.45% 20
2019
Q4 		$3.37M Buy
48,219
+6,831
+17% +$472K 1.85% 14
2019
Q3 		$2.92M Buy
41,388
+12,073
+41% +$873K 1.75% 15
2019
Q2 		$2.25M Buy
29,315
+3,073
+12% +$238K 1.45% 20
2019
Q1 		$2.12M Buy
26,242
+7,285
+38% +$555K 1.47% 16
2018
Q4 		$1.29M Buy
+18,957
New +$1.49M 1.01% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Semmax Financial Advisors's XOM Position: Q2 2025 in Review

Semmax Financial Advisors increased its ExxonMobil (XOM) stake by 0.96% in Q2 2025, buying an estimated $67.5K and bringing the position to 66,031 shares worth $7.05M. The position accounts for 1.82% of the portfolio, ranked #10.

Semmax Financial Advisors first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.6M in Q4 2022. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Semmax Financial Advisors held 66,031 shares of ExxonMobil worth $7.05M as of Q2 2025.
  • Semmax Financial Advisors bought 631 ExxonMobil shares in Q2 2025, an estimated $67.5K.
  • ExxonMobil made up 1.82% of Semmax Financial Advisors's portfolio in Q2 2025, its #10 holding.
  • Semmax Financial Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's ExxonMobil position peaked at $7.6M in Q4 2022.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.