Wells Trecaso Financial Group’s ExxonMobil XOM Stock Holding History

Wells Trecaso Financial 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
2023 Q1	–	Sell	-500	Closed	-$10.2K	–	93
2022 Q4	$10.2K	Hold	500	–	–	0.01%	85
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	78
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	78
2022 Q1	$3K	Buy	+500	New	+$38.9K	﹤0.01%	90
2021 Q3	–	Sell	-500	Closed	-$1K	–	96
2021 Q2	$1K	Buy	+500	New	+$29.9K	﹤0.01%	92

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 $609B AUM 40.19% 1-Year Est. Return

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

Wells Trecaso Financial Group's XOM Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its ExxonMobil (XOM) stake by 40% in Q3 2025, selling an estimated $2.67M and leaving 35,822 shares worth $4.04M. The position accounts for 1.92% of the portfolio, ranked #18.

Wells Trecaso Financial Group first reported a position in XOM in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.41M in Q1 2025. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Wells Trecaso Financial Group held 35,822 shares of ExxonMobil worth $4.04M as of Q3 2025.
Wells Trecaso Financial Group sold 24,034 ExxonMobil shares in Q3 2025, an estimated $2.67M.
ExxonMobil made up 1.92% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #18 holding.
Wells Trecaso Financial Group first reported a position in ExxonMobil in Q4 2017 and has held it in 31 quarters since.
Wells Trecaso Financial Group's ExxonMobil position peaked at $7.41M in Q1 2025.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.