Whitaker-Myers Wealth Managers’s ExxonMobil XOM Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-3,325	Closed	-$358K	–	146
2024 Q4	$358K	Buy	+3,325	New	+$389K	0.1%	79

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

Norges Bank Oslo, Norway $935B AUM

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

Whitaker-Myers Wealth Managers's XOM Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 3,325 shares — an estimated $358K sold.

Whitaker-Myers Wealth Managers first reported a position in XOM in Q4 2024 and held it in 1 quarter. The position peaked at $358K in Q4 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Whitaker-Myers Wealth Managers reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 3,325 ExxonMobil shares in Q1 2025, an estimated $358K.
Whitaker-Myers Wealth Managers first reported a position in ExxonMobil in Q4 2024 and held it in 1 quarter.
Whitaker-Myers Wealth Managers's ExxonMobil position peaked at $358K in Q4 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.