U.S. Wealth Group’s ExxonMobil XOM Stock Holding History

U.S. Wealth Group’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	$4.09M	Sell	33,998 -186	-0.5%	-$21.6K	2.7%	13
2025 Q3	$3.85M	Buy	34,184 +1,024	+3%	+$114K	2.52%	13
2025 Q2	$3.57M	Buy	33,160 +9,812	+42%	+$1.05M	2.79%	12
2025 Q1	$2.78M	Sell	23,348 -411	-2%	-$45.5K	2.2%	13
2024 Q4	$2.56M	Buy	+23,759	New	+$2.78M	1.93%	18

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

U.S. Wealth Group's XOM Position: Q4 2025 in Review

U.S. Wealth Group reduced its ExxonMobil (XOM) stake by 0.54% in Q4 2025, selling an estimated $21.6K and leaving 33,998 shares worth $4.09M. The position accounts for 2.7% of the portfolio, ranked #13.

U.S. Wealth Group first reported a position in XOM in Q4 2024 and has held it in 5 quarters since. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

U.S. Wealth Group held 33,998 shares of ExxonMobil worth $4.09M as of Q4 2025.
U.S. Wealth Group sold 186 ExxonMobil shares in Q4 2025, an estimated $21.6K.
ExxonMobil made up 2.7% of U.S. Wealth Group's portfolio in Q4 2025, its #13 holding.
U.S. Wealth Group first reported a position in ExxonMobil in Q4 2024 and has held it in 5 quarters since.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.