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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
2022
Q4 		– Hold
0
– -$3K – 66
2022
Q3 		– Hold
0
– – – 58

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