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Wambolt & Associates’s ExxonMobil XOM Stock Holding History

Wambolt & Associates’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
Q2 		$824K Buy
7,543
+8
+0.1% +$855 0.28% 94
2025
Q1 		$897K Sell
7,535
-197
-3% -$21.8K 0.3% 87
2024
Q4 		$832K Sell
7,732
-3,103
-29% -$363K 0.27% 95
2024
Q3 		$1.3M Sell
10,835
-556
-5% -$64.2K 0.36% 84
2024
Q2 		$1.31M Buy
11,391
+59
+0.5% +$6.87K 0.38% 78
2024
Q1 		$1.33M Sell
11,332
-1,143
-9% -$120K 0.4% 79
2023
Q4 		$1.25M Buy
12,475
+2,831
+29% +$298K 0.41% 82
2023
Q3 		$1.12M Buy
9,644
+3,527
+58% +$387K 0.4% 87
2023
Q2 		$656K Buy
6,117
+121
+2% +$13.2K 0.23% 136
2023
Q1 		$696K Sell
5,996
-70
-1% -$7.74K 0.25% 132
2022
Q4 		$669K Buy
6,066
+79
+1% +$8.46K 0.26% 126
2022
Q3 		$523K Hold
5,987
– – 0.22% 138
2022
Q2 		$513K Buy
5,987
+38
+0.6% +$3.43K 0.21% 142
2022
Q1 		$494K Buy
5,949
+83
+1% +$6.45K 0.18% 154
2021
Q4 		$359K Buy
5,866
+19
+0.3% +$1.19K 0.13% 178
2021
Q3 		$356K Sell
5,847
-243
-4% -$13.8K 0.14% 174
2021
Q2 		$385K Buy
+6,090
New +$364K 0.16% 166
2020
Q3 		– Sell
-5,422
Closed -$242K – 188
2020
Q2 		$242K Sell
5,422
-487
-8% -$21.8K 0.19% 159
2020
Q1 		$224K Sell
5,909
-949
-14% -$52.4K 0.23% 139
2019
Q4 		$479K Buy
6,858
+57
+0.8% +$3.94K 0.37% 91
2019
Q3 		$480K Buy
6,801
+45
+0.7% +$3.25K 0.4% 86
2019
Q2 		$518K Buy
6,756
+237
+4% +$18.3K 0.44% 74
2019
Q1 		$534K Sell
6,519
-97
-1% -$7.4K 0.49% 68
2018
Q4 		$451K Buy
+6,616
New +$519K 0.5% 63

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wambolt & Associates's XOM Position: Q2 2025 in Review

Wambolt & Associates increased its ExxonMobil (XOM) stake by 0.11% in Q2 2025, buying an estimated $855 and bringing the position to 7,543 shares worth $824K. The position accounts for 0.28% of the portfolio, ranked #94.

Wambolt & Associates first reported a position in XOM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.33M in Q1 2024. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Wambolt & Associates held 7,543 shares of ExxonMobil worth $824K as of Q2 2025.
  • Wambolt & Associates bought 8 ExxonMobil shares in Q2 2025, an estimated $855.
  • ExxonMobil made up 0.28% of Wambolt & Associates's portfolio in Q2 2025, its #94 holding.
  • Wambolt & Associates first reported a position in ExxonMobil in Q4 2018 and has held it in 24 quarters since.
  • Wambolt & Associates's ExxonMobil position peaked at $1.33M in Q1 2024.
  • 4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.