Tyler-Stone Wealth Management’s ExxonMobil XOM Stock Holding History

Tyler-Stone Wealth Management’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	$7.66M	Buy	71,091 +8,779	+14%	+$938K	1.23%	17
2025 Q1	$7.41M	Buy	62,312 +163	+0.3%	+$18K	1.33%	16
2024 Q4	$6.69M	Buy	62,149 +2,206	+4%	+$258K	1.19%	16
2024 Q3	$7.03M	Buy	59,943 +30,539	+104%	+$3.53M	1.33%	16
2024 Q2	$3.38M	Buy	29,404 +1,229	+4%	+$143K	1.39%	13
2024 Q1	$3.28M	Sell	28,175 -155	-0.5%	-$16.2K	1.45%	12
2023 Q4	$2.83M	Buy	28,330 +487	+2%	+$51.2K	1.42%	13
2023 Q3	$3.27M	Buy	27,843 +359	+1%	+$39.4K	1.87%	9
2023 Q2	$2.95M	Buy	+27,484	New	+$3M	1.66%	10
2022 Q4	$2.96M	Buy	26,817 +810	+3%	+$86.8K	2.01%	7
2022 Q3	$2.27M	Buy	26,007 +764	+3%	+$69.8K	1.73%	10
2022 Q2	$2.16M	Buy	25,243 +4,590	+22%	+$414K	1.44%	14
2022 Q1	$1.71M	Buy	20,653 +4,204	+26%	+$327K	0.94%	26
2021 Q4	$1.01M	Buy	+16,449	New	+$1.03M	0.53%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tyler-Stone Wealth Management's XOM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its ExxonMobil (XOM) stake by 14% in Q2 2025, buying an estimated $938K and bringing the position to 71,091 shares worth $7.66M. The position accounts for 1.23% of the portfolio, ranked #17.

Tyler-Stone Wealth Management first reported a position in XOM in Q4 2021 and has held it in 14 quarters since. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Tyler-Stone Wealth Management held 71,091 shares of ExxonMobil worth $7.66M as of Q2 2025.
Tyler-Stone Wealth Management bought 8,779 ExxonMobil shares in Q2 2025, an estimated $938K.
ExxonMobil made up 1.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #17 holding.
Tyler-Stone Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 14 quarters since.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.