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Callan Capital’s ExxonMobil XOM Stock Holding History

Callan 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
Q1 		$1.36M Buy
11,422
+971
+9% +$107K 0.1% 97
2024
Q4 		$1.12M Sell
10,451
-634
-6% -$74.2K 0.08% 100
2024
Q3 		$1.3M Buy
11,085
+950
+9% +$110K 0.09% 101
2024
Q2 		$1.17M Buy
10,135
+3,058
+43% +$356K 0.1% 103
2024
Q1 		$823K Buy
7,077
+2,253
+47% +$236K 0.07% 109
2023
Q4 		$482K Buy
4,824
+225
+5% +$23.6K 0.05% 126
2023
Q3 		$541K Buy
4,599
+1,316
+40% +$144K 0.06% 116
2023
Q2 		$352K Buy
3,283
+1,264
+63% +$138K 0.04% 132
2023
Q1 		$221K Hold
2,019
– – 0.03% 166
2022
Q4 		$223K Buy
+2,019
New +$216K 0.03% 167

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Callan Capital's XOM Position: Q1 2025 in Review

Callan Capital increased its ExxonMobil (XOM) stake by 9.3% in Q1 2025, buying an estimated $107K and bringing the position to 11,422 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #97.

Callan Capital first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Callan Capital held 11,422 shares of ExxonMobil worth $1.36M as of Q1 2025.
  • Callan Capital bought 971 ExxonMobil shares in Q1 2025, an estimated $107K.
  • ExxonMobil made up 0.1% of Callan Capital's portfolio in Q1 2025, its #97 holding.
  • Callan Capital first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
  • 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.