Waypoint Wealth Partners’s ExxonMobil XOM Stock Holding History

Waypoint Wealth Partners’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	$571K	Buy	5,298 +626	+13%	+$66.9K	0.14%	44
2025 Q1	$556K	Buy	4,672 +96	+2%	+$10.6K	0.15%	36
2024 Q4	$492K	Hold	4,576	–	–	0.13%	43
2024 Q3	$536K	Sell	4,576 -3,219	-41%	-$372K	0.14%	40
2024 Q2	$897K	Buy	7,795 +3,440	+79%	+$401K	0.26%	28
2024 Q1	$506K	Sell	4,355 -258	-6%	-$27K	0.14%	42
2023 Q4	$461K	Buy	4,613 +258	+6%	+$27.1K	0.14%	45
2023 Q3	$512K	Hold	4,355	–	–	0.18%	33
2023 Q2	$467K	Hold	4,355	–	–	0.16%	37
2023 Q1	$478K	Sell	4,355 -1,449	-25%	-$160K	0.17%	32
2022 Q4	$640K	Sell	5,804 -219	-4%	-$23.5K	0.25%	26
2022 Q3	$526K	Buy	+6,023	New	+$550K	0.22%	30

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Waypoint Wealth Partners's XOM Position: Q2 2025 in Review

Waypoint Wealth Partners increased its ExxonMobil (XOM) stake by 13% in Q2 2025, buying an estimated $66.9K and bringing the position to 5,298 shares worth $571K. The position accounts for 0.14% of the portfolio, ranked #44.

Waypoint Wealth Partners first reported a position in XOM in Q3 2022 and has held it in 12 quarters since. The position peaked at $897K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Waypoint Wealth Partners held 5,298 shares of ExxonMobil worth $571K as of Q2 2025.
Waypoint Wealth Partners bought 626 ExxonMobil shares in Q2 2025, an estimated $66.9K.
ExxonMobil made up 0.14% of Waypoint Wealth Partners's portfolio in Q2 2025, its #44 holding.
Waypoint Wealth Partners first reported a position in ExxonMobil in Q3 2022 and has held it in 12 quarters since.
Waypoint Wealth Partners's ExxonMobil position peaked at $897K in Q2 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.