Wilson Asset Management’s ExxonMobil XOM Stock Holding History

Wilson 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 Q2	–	Sell	-25,677	Closed	-$3.05M	–	37
2025 Q1	$3.05M	Sell	25,677 -11,826	-32%	-$1.31M	0.82%	29
2024 Q4	$4.03M	Sell	37,503 -48,851	-57%	-$5.71M	1.05%	27
2024 Q3	$10.1M	Hold	86,354	–	–	2.45%	20
2024 Q2	$9.94M	Buy	86,354 +5,148	+6%	+$600K	2.6%	21
2024 Q1	$9.44M	Buy	81,206 +18,076	+29%	+$1.89M	2.44%	19
2023 Q4	$6.31M	Buy	+63,130	New	+$6.64M	1.76%	19

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

Wilson Asset Management's XOM Position: Q2 2025 in Review

Wilson Asset Management sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 25,677 shares — an estimated $3.05M sold.

Wilson Asset Management first reported a position in XOM in Q4 2023 and held it in 6 quarters. The position peaked at $10.1M in Q3 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Wilson Asset Management reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Wilson Asset Management sold 25,677 ExxonMobil shares in Q2 2025, an estimated $3.05M.
Wilson Asset Management first reported a position in ExxonMobil in Q4 2023 and held it in 6 quarters.
Wilson Asset Management's ExxonMobil position peaked at $10.1M in Q3 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Wilson Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.