1858 Wealth Management’s ExxonMobil XOM Stock Holding History

1858 Wealth 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	–	Sell	-2,496	Closed	-$269K	–	132
2025 Q2	$269K	Sell	2,496 -593	-19%	-$63.4K	0.2%	90
2025 Q1	$367K	Sell	3,089 -304	-9%	-$33.6K	0.31%	67
2024 Q4	$365K	Sell	3,393 -1,392	-29%	-$163K	0.29%	76
2024 Q3	$561K	Sell	4,785 -48	-1%	-$5.54K	0.46%	57
2024 Q2	$556K	Sell	4,833 -5,827	-55%	-$679K	0.46%	61
2024 Q1	$1.07M	Hold	10,660	–	–	1.01%	28
2023 Q4	$1.07M	Buy	+10,660	New	+$1.12M	1.01%	28

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's XOM Position: Q3 2025 in Review

1858 Wealth Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 2,496 shares — an estimated $269K sold.

1858 Wealth Management first reported a position in XOM in Q4 2023 and held it in 7 quarters. The position peaked at $1.07M in Q1 2024. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

1858 Wealth Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 2,496 ExxonMobil shares in Q3 2025, an estimated $269K.
1858 Wealth Management first reported a position in ExxonMobil in Q4 2023 and held it in 7 quarters.
1858 Wealth Management's ExxonMobil position peaked at $1.07M in Q1 2024.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.