Advisory Research’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,363
| Closed | -$995K | – | 155 |
|
|
2025
Q1 | $995K | Sell |
8,363
-423
| -5% | -$46.8K | 0.18% | 106 |
|
|
2024
Q4 | $945K | Buy |
8,786
+156
| +2% | +$18.2K | 0.16% | 112 |
|
|
2024
Q3 | $1.01M | Buy |
8,630
+1,124
| +15% | +$130K | 0.18% | 106 |
|
|
2024
Q2 | $864K | Sell |
7,506
-40
| -0.5% | -$4.66K | 0.16% | 112 |
|
|
2024
Q1 | $877K | Sell |
7,546
-25,476
| -77% | -$2.67M | 0.17% | 106 |
|
|
2023
Q4 | $3.3M | Buy |
33,022
+24,975
| +310% | +$2.62M | 0.51% | 47 |
|
|
2023
Q3 | $946K | Buy |
8,047
+384
| +5% | +$42.1K | 0.13% | 198 |
|
|
2023
Q2 | $822K | Buy |
+7,663
| New | +$836K | 0.11% | 228 |
|
|
2019
Q4 | – | Sell |
-182,714
| Closed | -$12.9M | – | 355 |
|
|
2019
Q3 | $12.9M | Sell |
182,714
-6,231
| -3% | -$451K | 0.62% | 63 |
|
|
2019
Q2 | $14.5M | Sell |
188,945
-37
| -0% | -$2.86K | 0.28% | 94 |
|
|
2019
Q1 | $15.3M | Buy |
188,982
+16,565
| +10% | +$1.26M | 0.3% | 89 |
|
|
2018
Q4 | $11.8M | Sell |
172,417
-8,481
| -5% | -$665K | 0.25% | 106 |
|
|
2018
Q3 | $15.4M | Sell |
180,898
-7,469
| -4% | -$611K | 0.25% | 100 |
|
|
2018
Q2 | $15.6M | Buy |
+188,367
| New | +$15M | 0.25% | 104 |
|
|
2017
Q4 | – | Sell |
-2,607
| Closed | -$214K | – | 445 |
|
|
2017
Q3 | $214K | Buy |
+2,607
| New | +$207K | ﹤0.01% | 418 |
|
|
2016
Q4 | – | Sell |
-2,728
| Closed | -$238K | – | 379 |
|
|
2016
Q3 | $238K | Buy |
2,728
+42
| +2% | +$3.73K | ﹤0.01% | 246 |
|
|
2016
Q2 | $252K | Sell |
2,686
-43
| -2% | -$3.8K | ﹤0.01% | 240 |
|
|
2016
Q1 | $228K | Sell |
2,729
-171
| -6% | -$13.7K | ﹤0.01% | 248 |
|
|
2015
Q4 | $226K | Sell |
2,900
-77
| -3% | -$6.16K | ﹤0.01% | 267 |
|
|
2015
Q3 | $221K | Sell |
2,977
-355
| -11% | -$27.4K | ﹤0.01% | 289 |
|
|
2015
Q2 | $277K | Sell |
3,332
-969
| -23% | -$83.3K | ﹤0.01% | 302 |
|
|
2015
Q1 | $366K | Buy |
4,301
+156
| +4% | +$13.8K | ﹤0.01% | 305 |
|
|
2014
Q4 | $383K | Buy |
4,145
+182
| +5% | +$17K | ﹤0.01% | 308 |
|
|
2014
Q3 | $373K | Buy |
3,963
+69
| +2% | +$6.87K | ﹤0.01% | 300 |
|
|
2014
Q2 | $392K | Sell |
3,894
-46
| -1% | -$4.64K | ﹤0.01% | 295 |
|
|
2014
Q1 | $385K | Buy |
3,940
+190
| +5% | +$18.1K | ﹤0.01% | 301 |
|
|
2013
Q4 | $380K | Sell |
3,750
-6,239
| -62% | -$577K | ﹤0.01% | 285 |
|
|
2013
Q3 | $860K | Buy |
9,989
+657
| +7% | +$59.2K | 0.01% | 250 |
|
|
2013
Q2 | $843K | Buy |
+9,332
| New | +$840K | 0.01% | 252 |
|
Other funds holding XOM
Advisory Research's XOM Position: Q2 2025 in Review
Advisory Research sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 8,363 shares — an estimated $995K sold.
Advisory Research first reported a position in XOM in Q2 2013 and held it in 29 quarters. The position peaked at $15.6M in Q2 2018. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.
- Advisory Research reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
- Advisory Research sold 8,363 ExxonMobil shares in Q2 2025, an estimated $995K.
- Advisory Research first reported a position in ExxonMobil in Q2 2013 and held it in 29 quarters.
- Advisory Research's ExxonMobil position peaked at $15.6M in Q2 2018.
- 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.
Based on Advisory Research's 13F filing for Q2 2025, filed 13 Aug 2025.