Three Bridge Wealth Advisors’s ExxonMobil XOM Stock Holding History

Three Bridge Wealth 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 Q3	–	Sell	-3,748	Closed	-$404K	–	127
2025 Q2	$404K	Buy	+3,748	New	+$401K	0.11%	73

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Three Bridge Wealth Advisors's XOM Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 3,748 shares — an estimated $404K sold.

Three Bridge Wealth Advisors first reported a position in XOM in Q2 2025 and held it in 1 quarter. The position peaked at $404K in Q2 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Three Bridge Wealth Advisors reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 3,748 ExxonMobil shares in Q3 2025, an estimated $404K.
Three Bridge Wealth Advisors first reported a position in ExxonMobil in Q2 2025 and held it in 1 quarter.
Three Bridge Wealth Advisors's ExxonMobil position peaked at $404K in Q2 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.