Ceera Investments’s ExxonMobil XOM Stock Holding History

Ceera Investments’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 Q2	–	Sell	-2,739	Closed	-$326K	–	116
2025 Q1	$326K	Sell	2,739 -173	-6%	-$19.1K	0.11%	76
2024 Q4	$313K	Sell	2,912 -120	-4%	-$14K	0.11%	79
2024 Q3	$355K	Buy	3,032 +157	+5%	+$18.1K	0.13%	77
2024 Q2	$331K	Sell	2,875 -218	-7%	-$25.4K	0.14%	74
2024 Q1	$360K	Hold	3,093	–	–	0.16%	66
2023 Q4	$309K	Hold	3,093	–	–	0.15%	66
2023 Q3	$364K	Hold	3,093	–	–	0.2%	61
2023 Q2	$332K	Hold	3,093	–	–	0.19%	58
2023 Q1	$339K	Sell	3,093 -55	-2%	-$6.08K	0.22%	58
2022 Q4	$347K	Sell	3,148 -25	-0.8%	-$2.68K	0.22%	62
2022 Q3	$277K	Sell	3,173 -1,746	-35%	-$159K	0.18%	58
2022 Q2	$421K	Sell	4,919 -80	-2%	-$7.22K	0.24%	55
2022 Q1	$413K	Sell	4,999 -8	-0.2%	-$622	0.21%	55
2021 Q4	$306K	Hold	5,007	–	–	0.16%	56
2021 Q3	$295K	Hold	5,007	–	–	0.16%	55
2021 Q2	$316K	Sell	5,007 -625	-11%	-$37.3K	0.24%	50
2021 Q1	$314K	Buy	+5,632	New	+$295K	0.26%	50

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ceera Investments's XOM Position: Q2 2025 in Review

Ceera Investments sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 2,739 shares — an estimated $326K sold.

Ceera Investments first reported a position in XOM in Q1 2021 and held it in 17 quarters. The position peaked at $421K in Q2 2022. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Ceera Investments reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Ceera Investments sold 2,739 ExxonMobil shares in Q2 2025, an estimated $326K.
Ceera Investments first reported a position in ExxonMobil in Q1 2021 and held it in 17 quarters.
Ceera Investments's ExxonMobil position peaked at $421K in Q2 2022.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Ceera Investments's 13F filing for Q2 2025, filed 5 Aug 2025.