Bristlecone Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.23M Buy
37,531
+280
+0.8% +$31.1K 0.35% 56
2025
Q2
$4.02M Sell
37,251
-1,267
-3% -$135K 0.34% 57
2025
Q1
$4.58M Sell
38,518
-191
-0.5% -$21.1K 0.37% 58
2024
Q4
$4.16M Sell
38,709
-559
-1% -$65.4K 0.33% 64
2024
Q3
$4.6M Sell
39,268
-3
-0% -$346 0.37% 59
2024
Q2
$4.52M Sell
39,271
-125
-0.3% -$14.6K 0.39% 57
2024
Q1
$4.58M Sell
39,396
-527
-1% -$55.1K 0.4% 55
2023
Q4
$3.99M Sell
39,923
-950
-2% -$99.8K 0.4% 51
2023
Q3
$4.81M Buy
40,873
+1,393
+4% +$153K 0.54% 42
2023
Q2
$4.23M Buy
39,480
+365
+0.9% +$39.8K 0.43% 45
2023
Q1
$4.29M Buy
39,115
+2,885
+8% +$319K 0.47% 45
2022
Q4
$4M Sell
36,230
-25
-0.1% -$2.68K 0.49% 47
2022
Q3
$3.17M Buy
36,255
+131
+0.4% +$12K 0.41% 50
2022
Q2
$3.09M Buy
36,124
+1,346
+4% +$121K 0.38% 53
2022
Q1
$2.87M Buy
34,778
+6,917
+25% +$538K 0.35% 66
2021
Q4
$1.71M Sell
27,861
-346
-1% -$21.6K 0.2% 101
2021
Q3
$1.66M Sell
28,207
-491
-2% -$28K 0.22% 99
2021
Q2
$1.81M Buy
28,698
+2,007
+8% +$120K 0.24% 90
2021
Q1
$1.49M Buy
26,691
+2,522
+10% +$132K 0.23% 98
2020
Q4
$996K Sell
24,169
-3,074
-11% -$115K 0.16% 117
2020
Q3
$935K Sell
27,243
-5,028
-16% -$206K 0.17% 111
2020
Q2
$1.44M Sell
32,271
-1,365
-4% -$61.2K 0.29% 81
2020
Q1
$1.28M Sell
33,636
-8,605
-20% -$475K 0.3% 77
2019
Q4
$2.95M Buy
42,241
+4,658
+12% +$322K 0.59% 49
2019
Q3
$2.65M Sell
37,583
-6,334
-14% -$458K 0.65% 48
2019
Q2
$3.37M Buy
43,917
+4,219
+11% +$327K 0.8% 30
2019
Q1
$3.21M Buy
39,698
+497
+1% +$37.9K 0.9% 28
2018
Q4
$2.67M Sell
39,201
-1,826
-4% -$143K 0.8% 31
2018
Q3
$3.49M Buy
41,027
+13,916
+51% +$1.14M 0.88% 26
2018
Q2
$2.24M Sell
27,111
-4,539
-14% -$362K 0.75% 30
2018
Q1
$2.36M Sell
31,650
-6,681
-17% -$534K 0.79% 30
2017
Q4
$3.21M Sell
38,331
-250
-0.6% -$20.7K 1.02% 23
2017
Q3
$3.16M Buy
38,581
+763
+2% +$60.6K 1.03% 21
2017
Q2
$3.05M Buy
37,818
+952
+3% +$77.9K 1.04% 22
2017
Q1
$3.02M Sell
36,866
-89
-0.2% -$7.43K 1.06% 22
2016
Q4
$3.34M Sell
36,955
-250
-0.7% -$21.8K 1.19% 17
2016
Q3
$3.25M Buy
37,205
+1,424
+4% +$126K 1.17% 20
2016
Q2
$3.35M Buy
35,781
+813
+2% +$71.9K 1.24% 19
2016
Q1
$2.92M Buy
34,968
+2,173
+7% +$174K 1.16% 21
2015
Q4
$2.56M Buy
+32,795
New +$2.62M 1.08% 20

Other funds holding XOM

Bristlecone Advisors's XOM Position: Q3 2025 in Review

Bristlecone Advisors increased its ExxonMobil (XOM) stake by 0.75% in Q3 2025, buying an estimated $31.1K and bringing the position to 37,531 shares worth $4.23M. The position accounts for 0.35% of the portfolio, ranked #56.

Bristlecone Advisors first reported a position in XOM in Q4 2015 and has held it in 40 quarters since. The position peaked at $4.81M in Q3 2023. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Bristlecone Advisors held 37,531 shares of ExxonMobil worth $4.23M as of Q3 2025.
  • Bristlecone Advisors bought 280 ExxonMobil shares in Q3 2025, an estimated $31.1K.
  • ExxonMobil made up 0.35% of Bristlecone Advisors's portfolio in Q3 2025, its #56 holding.
  • Bristlecone Advisors first reported a position in ExxonMobil in Q4 2015 and has held it in 40 quarters since.
  • Bristlecone Advisors's ExxonMobil position peaked at $4.81M in Q3 2023.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.