Alethea Capital Management’s ExxonMobil XOM Stock Holding History

Alethea Capital 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
2022 Q1	–	Sell	-600	Closed	-$48K	–	102
2021 Q4	$48K	Buy	+600	New	+$37.5K	0.04%	85

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alethea Capital Management's XOM Position: Q4 2025 in Review

Alethea Capital Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 2,379 shares — an estimated $268K sold.

Alethea Capital Management first reported a position in XOM in Q2 2018 and held it in 24 quarters. The position peaked at $589K in Q4 2020. 4,548 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Alethea Capital Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 2,379 ExxonMobil shares in Q4 2025, an estimated $268K.
Alethea Capital Management first reported a position in ExxonMobil in Q2 2018 and held it in 24 quarters.
Alethea Capital Management's ExxonMobil position peaked at $589K in Q4 2020.
4,548 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.