Bear Mountain Capital’s ExxonMobil XOM Stock Holding History

Bear Mountain Capital’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	-50	Closed	-$5.64K	–	328
2025 Q3	$5.64K	Hold	50	–	–	﹤0.01%	120
2025 Q2	$5.39K	Sell	50 -10	-17%	-$1.07K	﹤0.01%	119
2025 Q1	$6.55K	Buy	+60	New	+$6.64K	﹤0.01%	111
2024 Q1	–	Sell	-8	Closed	-$782	–	241
2023 Q4	$782	Buy	+8	New	+$841	﹤0.01%	193

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 $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bear Mountain Capital's XOM Position: Q4 2025 in Review

Bear Mountain Capital sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 50 shares — an estimated $5.64K sold.

Bear Mountain Capital first reported a position in XOM in Q4 2023 and held it in 4 quarters. The position peaked at $6.55K in Q1 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Bear Mountain Capital reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 50 ExxonMobil shares in Q4 2025, an estimated $5.64K.
Bear Mountain Capital first reported a position in ExxonMobil in Q4 2023 and held it in 4 quarters.
Bear Mountain Capital's ExxonMobil position peaked at $6.55K in Q1 2025.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.