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Adero Partners’s ExxonMobil XOM Stock Holding History

Adero Partners’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 		$785K Buy
6,599
+652
+11% +$72.1K 0.05% 98
2024
Q4 		$640K Buy
5,947
+1,973
+50% +$231K 0.04% 107
2024
Q3 		$466K Buy
3,974
+510
+15% +$58.9K 0.03% 128
2024
Q2 		$399K Buy
3,464
+269
+8% +$31.3K 0.03% 137
2024
Q1 		$371K Buy
3,195
+105
+3% +$11K 0.03% 140
2023
Q4 		$309K Buy
3,090
+141
+5% +$14.8K 0.03% 146
2023
Q3 		$347K Buy
2,949
+115
+4% +$12.6K 0.03% 131
2023
Q2 		$304K Sell
2,834
-1,566
-36% -$171K 0.03% 130
2023
Q1 		$482K Buy
4,400
+1,164
+36% +$129K 0.05% 102
2022
Q4 		$357K Buy
3,236
+432
+15% +$46.3K 0.04% 118
2022
Q3 		$299K Buy
2,804
+379
+16% +$34.6K 0.04% 120
2022
Q2 		$206K Buy
+2,425
New +$219K 0.03% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Adero Partners's XOM Position: Q1 2025 in Review

Adero Partners increased its ExxonMobil (XOM) stake by 11% in Q1 2025, buying an estimated $72.1K and bringing the position to 6,599 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #98.

Adero Partners first reported a position in XOM in Q2 2022 and has held it in 12 quarters since. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Adero Partners held 6,599 shares of ExxonMobil worth $785K as of Q1 2025.
  • Adero Partners bought 652 ExxonMobil shares in Q1 2025, an estimated $72.1K.
  • ExxonMobil made up 0.05% of Adero Partners's portfolio in Q1 2025, its #98 holding.
  • Adero Partners first reported a position in ExxonMobil in Q2 2022 and has held it in 12 quarters since.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.