BTS Asset Management’s ExxonMobil XOM Stock Holding History

BTS Asset 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	-3,588	Closed	-$405K	–	41
2025 Q3	$405K	Buy	3,588 +806	+29%	+$89.6K	0.52%	17
2025 Q2	$300K	Buy	2,782 +332	+14%	+$35.5K	0.36%	28
2025 Q1	$291K	Buy	+2,450	New	+$271K	0.33%	25

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

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 $544B AUM 28.31% 1-Year Est. Return

BTS Asset Management's XOM Position: Q4 2025 in Review

BTS Asset Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 3,588 shares — an estimated $405K sold.

BTS Asset Management first reported a position in XOM in Q1 2025 and held it in 3 quarters. The position peaked at $405K in Q3 2025. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

BTS Asset Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
BTS Asset Management sold 3,588 ExxonMobil shares in Q4 2025, an estimated $405K.
BTS Asset Management first reported a position in ExxonMobil in Q1 2025 and held it in 3 quarters.
BTS Asset Management's ExxonMobil position peaked at $405K in Q3 2025.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on BTS Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.