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Wealthstream Advisors’s ExxonMobil XOM Stock Holding History

Wealthstream Advisors’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 		$514K Buy
4,558
+388
+9% +$43.1K 0.08% 85
2025
Q2 		$450K Sell
4,170
-1,450
-26% -$155K 0.07% 89
2025
Q1 		$668K Buy
5,620
+113
+2% +$12.5K 0.13% 62
2024
Q4 		$592K Sell
5,507
-15
-0.3% -$1.75K 0.11% 74
2024
Q3 		$647K Buy
5,522
+184
+3% +$21.2K 0.12% 64
2024
Q2 		$614K Buy
5,338
+288
+6% +$33.5K 0.22% 59
2024
Q1 		$587K Buy
5,050
+1,381
+38% +$144K 0.22% 62
2023
Q4 		$367K Sell
3,669
-138
-4% -$14.5K 0.15% 87
2023
Q3 		$448K Buy
3,807
+125
+3% +$13.7K 0.23% 58
2023
Q2 		$395K Buy
3,682
+894
+32% +$97.5K 0.21% 57
2023
Q1 		$306K Buy
2,788
+40
+1% +$4.42K 0.18% 59
2022
Q4 		$303K Buy
2,748
+35
+1% +$3.75K 0.2% 54
2022
Q3 		$237K Buy
2,713
+236
+10% +$21.5K 0.25% 56
2022
Q2 		$212K Sell
2,477
-976
-28% -$88K 0.21% 63
2022
Q1 		$285K Buy
+3,453
New +$268K 0.25% 52

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

Wealthstream Advisors's XOM Position: Q3 2025 in Review

Wealthstream Advisors increased its ExxonMobil (XOM) stake by 9.3% in Q3 2025, buying an estimated $43.1K and bringing the position to 4,558 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #85.

Wealthstream Advisors first reported a position in XOM in Q1 2022 and has held it in 15 quarters since. The position peaked at $668K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Wealthstream Advisors held 4,558 shares of ExxonMobil worth $514K as of Q3 2025.
  • Wealthstream Advisors bought 388 ExxonMobil shares in Q3 2025, an estimated $43.1K.
  • ExxonMobil made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #85 holding.
  • Wealthstream Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 15 quarters since.
  • Wealthstream Advisors's ExxonMobil position peaked at $668K in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.