Atala Financial’s ExxonMobil XOM Stock Holding History

Atala Financial’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	-4,243	Closed	-$457K	–	139
2025 Q2	$457K	Buy	4,243 +1,249	+42%	+$134K	0.32%	69
2025 Q1	$356K	Buy	2,994 +107	+4%	+$11.8K	0.26%	79
2024 Q4	$311K	Buy	+2,887	New	+$338K	0.22%	95

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

Atala Financial's XOM Position: Q3 2025 in Review

Atala Financial sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 4,243 shares — an estimated $457K sold.

Atala Financial first reported a position in XOM in Q4 2024 and held it in 3 quarters. The position peaked at $457K in Q2 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Atala Financial reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Atala Financial sold 4,243 ExxonMobil shares in Q3 2025, an estimated $457K.
Atala Financial first reported a position in ExxonMobil in Q4 2024 and held it in 3 quarters.
Atala Financial's ExxonMobil position peaked at $457K in Q2 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Atala Financial's 13F filing for Q3 2025, filed 4 Nov 2025.