ZRP
XOM icon

Zynergy Retirement Planning’s ExxonMobil XOM Stock Holding History

Zynergy Retirement Planning’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
-443
Closed -$47.7K – 112
2025
Q1 		$47.7K Buy
443
+100
+29% +$11.1K 0.03% 46
2024
Q4 		$40.2K Hold
343
– – 0.03% 45
2024
Q3 		$40.2K Sell
343
-80
-19% -$9.24K 0.03% 45
2024
Q2 		$48.7K Buy
+423
New +$49.3K 0.04% 38

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

Zynergy Retirement Planning's XOM Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 443 shares — an estimated $47.7K sold.

Zynergy Retirement Planning first reported a position in XOM in Q2 2024 and held it in 4 quarters. The position peaked at $48.7K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 443 ExxonMobil shares in Q2 2025, an estimated $47.7K.
  • Zynergy Retirement Planning first reported a position in ExxonMobil in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's ExxonMobil position peaked at $48.7K in Q2 2024.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.