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WFA Asset Management’s ExxonMobil XOM Stock Holding History

WFA Asset Management’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 		$258K Sell
2,200
-502
-19% -$55.8K 0.14% 51
2025
Q2 		$311K Buy
2,702
+18
+0.7% +$1.92K 0.18% 44
2025
Q1 		$312K Buy
2,684
+465
+21% +$51.4K 0.16% 44
2024
Q4 		$239K Buy
2,219
+19
+0.9% +$2.22K 0.13% 56
2024
Q3 		$258K Sell
2,200
-502
-19% -$58K 0.14% 51
2024
Q2 		$311K Buy
2,702
+18
+0.7% +$2.1K 0.18% 44
2024
Q1 		$312K Buy
2,684
+414
+18% +$43.3K 0.16% 44
2023
Q4 		$227K Sell
2,270
-134
-6% -$14.1K 0.12% 49
2023
Q3 		$283K Sell
2,404
-78
-3% -$8.55K 0.17% 43
2023
Q2 		$266K Buy
2,482
+21
+0.9% +$2.29K 0.16% 43
2023
Q1 		$270K Buy
2,461
+20
+0.8% +$2.21K 0.17% 42
2022
Q4 		$269K Buy
2,441
+75
+3% +$8.04K 0.18% 42
2022
Q3 		$207K Buy
2,366
+91
+4% +$8.31K 0.15% 44
2022
Q2 		$195K Buy
2,275
+317
+16% +$28.6K 0.14% 46
2022
Q1 		$162K Buy
1,958
+493
+34% +$38.3K 0.11% 57
2021
Q4 		$89.6K Buy
+1,465
New +$91.6K 0.06% 68

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

WFA Asset Management's XOM Position: Q3 2025 in Review

WFA Asset Management reduced its ExxonMobil (XOM) stake by 19% in Q3 2025, selling an estimated $55.8K and leaving 2,200 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #51.

WFA Asset Management first reported a position in XOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $312K in Q1 2025. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • WFA Asset Management held 2,200 shares of ExxonMobil worth $258K as of Q3 2025.
  • WFA Asset Management sold 502 ExxonMobil shares in Q3 2025, an estimated $55.8K.
  • ExxonMobil made up 0.14% of WFA Asset Management's portfolio in Q3 2025, its #51 holding.
  • WFA Asset Management first reported a position in ExxonMobil in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's ExxonMobil position peaked at $312K in Q1 2025.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.