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Vantage Financial Partners (Wisconsin)’s ExxonMobil XOM Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$373K Buy
3,098
+12
+0.4% +$1.39K 0.08% 141
2025
Q3 		$348K Buy
3,086
+177
+6% +$19.7K 0.07% 147
2025
Q2 		$314K Sell
2,909
-76
-3% -$8.12K 0.07% 145
2025
Q1 		$355K Buy
+2,985
New +$330K 0.09% 127

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XOM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its ExxonMobil (XOM) stake by 0.39% in Q4 2025, buying an estimated $1.39K and bringing the position to 3,098 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #141.

Vantage Financial Partners (Wisconsin) first reported a position in XOM in Q1 2025 and has held it in 4 quarters since. 4,559 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,098 shares of ExxonMobil worth $373K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 12 ExxonMobil shares in Q4 2025, an estimated $1.39K.
  • ExxonMobil made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #141 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in ExxonMobil in Q1 2025 and has held it in 4 quarters since.
  • 4,559 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.