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Applied Finance Capital Management’s ExxonMobil XOM Stock Holding History

Applied Finance 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
2025
Q4 		– Sell
-33,526
Closed -$3.78M – 309
2025
Q3 		$3.78M Buy
+33,526
New +$3.73M 0.27% 56

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Applied Finance Capital Management's XOM Position: Q4 2025 in Review

Applied Finance Capital Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 33,526 shares — an estimated $3.78M sold.

Applied Finance Capital Management first reported a position in XOM in Q3 2025 and held it in 1 quarter. The position peaked at $3.78M in Q3 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Applied Finance Capital Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 33,526 ExxonMobil shares in Q4 2025, an estimated $3.78M.
  • Applied Finance Capital Management first reported a position in ExxonMobil in Q3 2025 and held it in 1 quarter.
  • Applied Finance Capital Management's ExxonMobil position peaked at $3.78M in Q3 2025.
  • 4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.