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US Financial Advisors’s ExxonMobil XOM Stock Holding History

US Financial 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
Q1 		$525K Sell
4,418
-152
-3% -$16.8K 0.16% 53
2024
Q4 		$492K Buy
4,570
+228
+5% +$26.7K 0.15% 52
2024
Q3 		$509K Sell
4,342
-165
-4% -$19.1K 0.16% 52
2024
Q2 		$519K Buy
4,507
+1,433
+47% +$167K 0.17% 54
2024
Q1 		$357K Sell
3,074
-141
-4% -$14.8K 0.12% 56
2023
Q4 		$321K Sell
3,215
-132
-4% -$13.9K 0.12% 59
2023
Q3 		$394K Hold
3,347
– – 0.16% 53
2023
Q2 		$359K Buy
3,347
+1
+0% +$109 0.15% 52
2023
Q1 		$367K Buy
3,346
+132
+4% +$14.6K 0.16% 54
2022
Q4 		$355K Sell
3,214
-4,617
-59% -$495K 0.18% 51
2022
Q3 		$684K Buy
7,831
+113
+1% +$10.3K 0.38% 31
2022
Q2 		$661K Buy
7,718
+1
+0% +$90 0.37% 28
2022
Q1 		$637K Sell
7,717
-3,753
-33% -$292K 0.31% 31
2021
Q4 		$702K Hold
11,470
– – 0.32% 29
2021
Q3 		$675K Buy
11,470
+1
+0% +$57 0.33% 30
2021
Q2 		$723K Sell
11,469
-2,332
-17% -$139K 0.35% 30
2021
Q1 		$771K Sell
13,801
-118
-0.8% -$6.19K 0.21% 62
2020
Q4 		$574K Buy
+13,919
New +$522K 0.17% 64
2016
Q2 		$284K Hold
3,402
– – 0.57% 35
2016
Q1 		$284K Sell
3,402
-1,170
-26% -$93.7K 0.49% 35
2015
Q4 		$356K Sell
4,572
-1,493
-25% -$119K 0.34% 39
2015
Q3 		$451K Buy
6,065
+2,478
+69% +$191K 0.75% 26
2015
Q2 		$298K Sell
3,587
-450
-11% -$38.7K 0.28% 42
2015
Q1 		$343K Hold
4,037
– – 0.31% 39
2014
Q4 		$373K Buy
+4,037
New +$376K 0.33% 40

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's XOM Position: Q1 2025 in Review

US Financial Advisors reduced its ExxonMobil (XOM) stake by 3.3% in Q1 2025, selling an estimated $16.8K and leaving 4,418 shares worth $525K. The position accounts for 0.16% of the portfolio, ranked #53.

US Financial Advisors first reported a position in XOM in Q4 2014 and has held it in 25 quarters since. The position peaked at $771K in Q1 2021. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • US Financial Advisors held 4,418 shares of ExxonMobil worth $525K as of Q1 2025.
  • US Financial Advisors sold 152 ExxonMobil shares in Q1 2025, an estimated $16.8K.
  • ExxonMobil made up 0.16% of US Financial Advisors's portfolio in Q1 2025, its #53 holding.
  • US Financial Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's ExxonMobil position peaked at $771K in Q1 2021.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.