Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SSWM
Strait & Sound Wealth Management’s
ExxonMobil
XOM
Stock Holding History
Strait & Sound Wealth Management’s Portfolio
XOM Stock Details
XOM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.27M
Buy
7,493
+58
+0.8%
+$8.46K
0.47%
51
2025
Q4
$895K
Buy
7,435
+5,113
+220%
+$593K
0.33%
64
2025
Q3
$262K
Sell
2,322
-122
-5%
-$13.6K
0.1%
127
2025
Q2
$263K
Sell
2,444
-112
-4%
-$12K
0.11%
125
2025
Q1
$304K
Sell
2,556
-47
-2%
-$5.2K
0.14%
118
2024
Q4
$280K
Buy
2,603
+100
+4%
+$11.7K
0.13%
116
2024
Q3
$293K
Sell
2,503
-59
-2%
-$6.81K
0.14%
111
2024
Q2
$295K
Buy
2,562
+108
+4%
+$12.6K
0.15%
108
2024
Q1
$299K
Sell
2,454
-183
-7%
-$19.1K
0.17%
98
2023
Q4
$256K
Sell
2,637
-150
-5%
-$15.8K
0.16%
108
2023
Q3
$328K
Buy
2,787
+287
+11%
+$31.5K
0.28%
81
2023
Q2
$268K
Buy
2,500
+200
+9%
+$21.8K
0.27%
83
2023
Q1
$252K
Sell
2,300
-200
-8%
-$22.1K
0.25%
95
2022
Q4
$282K
Buy
+2,500
New
+$268K
0.31%
78
Other funds holding XOM
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close