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Copperleaf Capital’s ExxonMobil XOM Stock Holding History

Copperleaf 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
Q3 		$270K Sell
2,391
-458
-16% -$50.9K 0.13% 100
2025
Q2 		$307K Buy
2,849
+192
+7% +$20.5K 0.16% 87
2025
Q1 		$316K Buy
2,657
+125
+5% +$13.8K 0.19% 84
2024
Q4 		$272K Buy
2,532
+173
+7% +$20.2K 0.17% 79
2024
Q3 		$277K Sell
2,359
-496
-17% -$57.3K 0.21% 81
2024
Q2 		$329K Sell
2,855
-40
-1% -$4.66K 0.26% 76
2024
Q1 		$337K Buy
2,895
+23
+0.8% +$2.41K 0.29% 73
2023
Q4 		$287K Sell
2,872
-165
-5% -$17.3K 0.29% 65
2023
Q3 		$357K Buy
3,037
+124
+4% +$13.6K 0.39% 58
2023
Q2 		$312K Sell
2,913
-3,089
-51% -$337K 0.29% 64
2023
Q1 		$658K Sell
6,002
-2,472
-29% -$273K 0.65% 40
2022
Q4 		$935K Sell
8,474
-1,187
-12% -$127K 1.08% 29
2022
Q3 		$843K Sell
9,661
-22,577
-70% -$2.06M 0.91% 31
2022
Q2 		$2.76M Sell
32,238
-1,697
-5% -$153K 2.79% 10
2022
Q1 		$2.8M Sell
33,935
-53
-0.2% -$4.12K 2.49% 14
2021
Q4 		$2.08M Sell
33,988
-1,639
-5% -$102K 1.8% 19
2021
Q3 		$2.1M Buy
35,627
+524
+1% +$29.9K 2.02% 19
2021
Q2 		$2.21M Sell
35,103
-550
-2% -$32.8K 2.17% 16
2021
Q1 		$1.99M Sell
35,653
-12,609
-26% -$661K 2.12% 16
2020
Q4 		$1.99M Buy
48,262
+8,633
+22% +$324K 1.7% 18
2020
Q3 		$1.36M Sell
39,629
-996
-2% -$40.7K 1.31% 27
2020
Q2 		$1.82M Sell
40,625
-1,755
-4% -$78.7K 1.88% 17
2020
Q1 		$1.61M Buy
42,380
+38,818
+1,090% +$2.14M 1.93% 19
2019
Q4 		$249K Buy
+3,562
New +$246K 0.25% 43

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperleaf Capital's XOM Position: Q3 2025 in Review

Copperleaf Capital reduced its ExxonMobil (XOM) stake by 16% in Q3 2025, selling an estimated $50.9K and leaving 2,391 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #100.

Copperleaf Capital first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.8M in Q1 2022. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Copperleaf Capital held 2,391 shares of ExxonMobil worth $270K as of Q3 2025.
  • Copperleaf Capital sold 458 ExxonMobil shares in Q3 2025, an estimated $50.9K.
  • ExxonMobil made up 0.13% of Copperleaf Capital's portfolio in Q3 2025, its #100 holding.
  • Copperleaf Capital first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • Copperleaf Capital's ExxonMobil position peaked at $2.8M in Q1 2022.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.