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Wiser Advisor Group’s ExxonMobil XOM Stock Holding History

Wiser Advisor 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
2025
Q2 		– Sell
-308
Closed -$36.6K – 265
2025
Q1 		$36.6K Buy
308
+3
+1% +$332 0.05% 111
2024
Q4 		$32.8K Buy
305
+3
+1% +$351 0.05% 116
2024
Q3 		$35.4K Buy
302
+2
+0.7% +$231 0.05% 115
2024
Q2 		$34.5K Buy
+300
New +$34.9K 0.05% 118

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wiser Advisor Group's XOM Position: Q2 2025 in Review

Wiser Advisor Group sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 308 shares — an estimated $36.6K sold.

Wiser Advisor Group first reported a position in XOM in Q2 2024 and held it in 4 quarters. The position peaked at $36.6K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Wiser Advisor Group reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 308 ExxonMobil shares in Q2 2025, an estimated $36.6K.
  • Wiser Advisor Group first reported a position in ExxonMobil in Q2 2024 and held it in 4 quarters.
  • Wiser Advisor Group's ExxonMobil position peaked at $36.6K in Q1 2025.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.