Cornerstone Advisors’s ExxonMobil XOM Stock Holding History

Cornerstone Advisors’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	-366,827	Closed	-$41.4M	–	273
2025 Q3	$41.4M	Hold	366,827	–	–	1.36%	13
2025 Q2	$39.5M	Buy	366,827 +99,900	+37%	+$10.7M	1.36%	14
2025 Q1	$31.7M	Hold	266,927	–	–	1.37%	13
2024 Q4	$28.7M	Buy	266,927 +2,500	+0.9%	+$292K	1.14%	16
2024 Q3	$31M	Buy	264,427 +17,600	+7%	+$2.03M	1.23%	14
2024 Q2	$28.4M	Buy	246,827 +32,327	+15%	+$3.77M	1.15%	15
2024 Q1	$24.9M	Buy	214,500 +7,100	+3%	+$743K	1.03%	18
2023 Q4	$20.7M	Sell	207,400 -24,900	-11%	-$2.62M	0.91%	21
2023 Q3	$27.3M	Buy	232,300 +24,300	+12%	+$2.67M	1.27%	13
2023 Q2	$22.3M	Sell	208,000 -104,000	-33%	-$11.3M	1.06%	21
2023 Q1	$34.2M	Buy	312,000 +99,900	+47%	+$11M	1.59%	11
2022 Q4	$23.4M	Hold	212,100	–	–	1.16%	19
2022 Q3	$18.5M	Buy	212,100 +190,000	+860%	+$17.3M	0.91%	25
2022 Q2	$1.89M	Buy	+22,100	New	+$1.99M	0.1%	155
2021 Q3	–	Sell	-107,100	Closed	-$6.76M	–	198
2021 Q2	$6.76M	Buy	+107,100	New	+$6.39M	0.4%	72
2020 Q3	–	Sell	-42,000	Closed	-$1.88M	–	218
2020 Q2	$1.88M	Hold	42,000	–	–	0.18%	122
2020 Q1	$1.59M	Sell	42,000 -83,000	-66%	-$4.58M	0.18%	111
2019 Q4	$8.72M	Buy	+125,000	New	+$8.64M	0.72%	40
2019 Q1	$23.2M	Buy	287,636 +65,000	+29%	+$4.96M	1.88%	9
2018 Q4	$15.2M	Buy	222,636 +133,000	+148%	+$10.4M	1.33%	20
2018 Q3	$7.62M	Hold	89,636	–	–	0.55%	49
2018 Q2	$7.42M	Sell	89,636 -10,000	-10%	-$797K	0.9%	29
2018 Q1	$7.43M	Sell	99,636 -35,000	-26%	-$2.8M	0.88%	29
2017 Q4	$11.3M	Hold	134,636	–	–	1.28%	16
2017 Q3	$11M	Hold	134,636	–	–	1.28%	16
2017 Q2	$10.9M	Buy	134,636 +14,700	+12%	+$1.2M	1.99%	10
2017 Q1	$9.84M	Hold	119,936	–	–	1.77%	13
2016 Q4	$10.8M	Buy	119,936 +54,000	+82%	+$4.72M	2%	6
2016 Q3	$5.75M	Hold	65,936	–	–	1.46%	16
2016 Q2	$6.18M	Hold	65,936	–	–	1.53%	15
2016 Q1	$5.51M	Hold	65,936	–	–	1.34%	17
2015 Q4	$5.14M	Sell	65,936 -5,000	-7%	-$400K	1.19%	20
2015 Q3	$5.27M	Hold	70,936	–	–	1.24%	18
2015 Q2	$5.9M	Hold	70,936	–	–	1.32%	18
2015 Q1	$6.03M	Hold	70,936	–	–	1.25%	20
2014 Q4	$6.56M	Hold	70,936	–	–	1.31%	16
2014 Q3	$6.67M	Hold	70,936	–	–	1.3%	16
2014 Q2	$7.14M	Hold	70,936	–	–	1.42%	12
2014 Q1	$6.93M	Sell	70,936 -10,000	-12%	-$953K	1.63%	9
2013 Q4	$8.19M	Buy	80,936 +25,000	+45%	+$2.31M	2.01%	4
2013 Q3	$4.81M	Buy	55,936 +10,000	+22%	+$902K	1.57%	11
2013 Q2	$4.15M	Buy	+45,936	New	+$4.13M	1.63%	9

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Cornerstone Advisors's XOM Position: Q4 2025 in Review

Cornerstone Advisors sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 366,827 shares — an estimated $41.4M sold.

Cornerstone Advisors first reported a position in XOM in Q2 2013 and held it in 42 quarters. The position peaked at $41.4M in Q3 2025. 4,548 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Cornerstone Advisors reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 366,827 ExxonMobil shares in Q4 2025, an estimated $41.4M.
Cornerstone Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 42 quarters.
Cornerstone Advisors's ExxonMobil position peaked at $41.4M in Q3 2025.
4,548 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.