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
2024 Q3	–	Sell	-17	Closed	-$5.89K	–	964
2024 Q2	$5.89K	Buy	17 +3	+21%	+$349	﹤0.01%	730
2024 Q1	$8.19K	Sell	14 -3	-18%	-$314	﹤0.01%	686
2023 Q4	$3.68K	Buy	17 +3	+21%	+$315	﹤0.01%	759
2023 Q3	$13K	Sell	14 -1	-7%	-$110	0.01%	560
2023 Q2	$8K	Buy	+15	New	+$1.64K	﹤0.01%	654
2022 Q4	$1K	Buy	+3	New	+$321	﹤0.01%	848

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.