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SS&H Financial Advisors’s ExxonMobil XOM Stock Holding History

SS&H 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
Q4 		$6.57M Buy
54,556
+1,000
+2% +$116K 1.92% 12
2025
Q3 		$6.04M Sell
53,556
-100
-0.2% -$11.1K 1.84% 11
2025
Q2 		$5.78M Buy
53,656
+16,266
+44% +$1.74M 1.93% 12
2025
Q1 		$4.45M Sell
37,390
-457
-1% -$50.5K 1.66% 12
2024
Q4 		$4.07M Buy
37,847
+50
+0.1% +$5.85K 1.48% 13
2024
Q3 		$4.43M Hold
37,797
– – 1.61% 13
2024
Q2 		$4.35M Hold
37,797
– – 1.7% 13
2024
Q1 		$4.39M Sell
37,797
-17,023
-31% -$1.78M 1.83% 13
2023
Q4 		$5.48M Buy
54,820
+367
+0.7% +$38.6K 2.32% 8
2023
Q3 		$6.4M Buy
+54,453
New +$5.97M 3% 6
2023
Q1 		$6.17M Buy
56,310
+1,326
+2% +$147K 2.83% 6
2022
Q4 		$6.06M Hold
54,984
– – 2.89% 6
2022
Q3 		$4.8M Buy
54,984
+1,000
+2% +$91.3K 2.48% 7
2022
Q2 		$4.62M Sell
53,984
-600
-1% -$54.1K 2.14% 11
2022
Q1 		$4.51M Buy
+54,584
New +$4.24M 1.76% 13

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SS&H Financial Advisors's XOM Position: Q4 2025 in Review

SS&H Financial Advisors increased its ExxonMobil (XOM) stake by 1.9% in Q4 2025, buying an estimated $116K and bringing the position to 54,556 shares worth $6.57M. The position accounts for 1.92% of the portfolio, ranked #12.

SS&H Financial Advisors first reported a position in XOM in Q1 2022 and has held it in 15 quarters since. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • SS&H Financial Advisors held 54,556 shares of ExxonMobil worth $6.57M as of Q4 2025.
  • SS&H Financial Advisors bought 1,000 ExxonMobil shares in Q4 2025, an estimated $116K.
  • ExxonMobil made up 1.92% of SS&H Financial Advisors's portfolio in Q4 2025, its #12 holding.
  • SS&H Financial Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 15 quarters since.
  • 4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.