Spectrum Wealth Counsel’s ExxonMobil XOM Stock Holding History

Spectrum Wealth Counsel’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	$7.57M	Buy	63,638 +33	+0.1%	+$3.65K	0.91%	37
2024 Q4	$6.84M	Sell	63,605 -749	-1%	-$87.6K	0.8%	37
2024 Q3	$7.54M	Sell	64,354 -739	-1%	-$85.3K	0.89%	34
2024 Q2	$7.49M	Buy	65,093 +57,826	+796%	+$6.73M	0.95%	32
2024 Q1	$845K	Sell	7,267 -743	-9%	-$77.7K	0.1%	85
2023 Q4	$801K	Buy	+8,010	New	+$842K	0.11%	80

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

Spectrum Wealth Counsel's XOM Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its ExxonMobil (XOM) stake by 0.05% in Q1 2025, buying an estimated $3.65K and bringing the position to 63,638 shares worth $7.57M. The position accounts for 0.91% of the portfolio, ranked #37.

Spectrum Wealth Counsel first reported a position in XOM in Q4 2023 and has held it in 6 quarters since. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Spectrum Wealth Counsel held 63,638 shares of ExxonMobil worth $7.57M as of Q1 2025.
Spectrum Wealth Counsel bought 33 ExxonMobil shares in Q1 2025, an estimated $3.65K.
ExxonMobil made up 0.91% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #37 holding.
Spectrum Wealth Counsel first reported a position in ExxonMobil in Q4 2023 and has held it in 6 quarters since.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.