Von Berge Wealth Management Group’s ExxonMobil XOM Stock Holding History

Von Berge Wealth Management 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 Q3	–	Sell	-10,180	Closed	-$1.1M	–	64
2025 Q2	$1.1M	Sell	10,180 -1,995	-16%	-$213K	0.62%	30
2025 Q1	$1.32M	Sell	12,175 -995	-8%	-$110K	0.85%	25
2024 Q4	$1.44M	Sell	13,170 -994	-7%	-$116K	0.87%	25
2024 Q3	$1.71M	Buy	14,164 +5	+0%	+$577	1.06%	22
2024 Q2	$1.63M	Sell	14,159 -2,300	-14%	-$268K	1.03%	22
2024 Q1	$1.91M	Hold	16,459	–	–	1.23%	19
2023 Q4	$1.65M	Sell	16,459 -1,200	-7%	-$126K	1.26%	19
2023 Q3	$2.08M	Hold	17,659	–	–	1.77%	18
2023 Q2	$1.89M	Hold	17,659	–	–	1.57%	19
2023 Q1	$2.05M	Sell	17,659 -100	-0.6%	-$11.1K	1.83%	18
2022 Q4	$2.05M	Sell	17,759 -1,228	-6%	-$132K	1.85%	18
2022 Q3	$1.88M	Sell	18,987 -450	-2%	-$41.1K	2%	17
2022 Q2	$1.65M	Sell	19,437 -249	-1%	-$22.5K	1.71%	18
2022 Q1	$1.73M	Sell	19,686 -284	-1%	-$22.1K	1.58%	18
2021 Q4	$1.52M	Buy	+19,970	New	+$1.25M	1.4%	19

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Von Berge Wealth Management Group's XOM Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 10,180 shares — an estimated $1.1M sold.

Von Berge Wealth Management Group first reported a position in XOM in Q4 2021 and held it in 15 quarters. The position peaked at $2.08M in Q3 2023. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Von Berge Wealth Management Group reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 10,180 ExxonMobil shares in Q3 2025, an estimated $1.1M.
Von Berge Wealth Management Group first reported a position in ExxonMobil in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's ExxonMobil position peaked at $2.08M in Q3 2023.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.