D. Scott Neal’s ExxonMobil XOM Stock Holding History

D. Scott Neal’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	$286K	Sell	2,534 -100	-4%	-$11.1K	0.13%	48
2025 Q2	$284K	Sell	2,634 -5	-0.2%	-$534	0.14%	47
2025 Q1	$314K	Buy	2,639 +5	+0.2%	+$553	0.17%	40
2024 Q4	$283K	Sell	2,634 -100	-4%	-$11.7K	0.16%	46
2024 Q3	$320K	Hold	2,734	–	–	0.17%	46
2024 Q2	$315K	Hold	2,734	–	–	0.18%	50
2024 Q1	$318K	Sell	2,734 -5	-0.2%	-$523	0.21%	49
2023 Q4	$274K	Sell	2,739 -73,572	-96%	-$7.73M	0.24%	49
2023 Q3	$8.97M	Sell	76,311 -5,057	-6%	-$555K	7.67%	2
2023 Q2	$8.73M	Buy	81,368 +2,973	+4%	+$324K	6.56%	4
2023 Q1	$8.6M	Buy	78,395 +73,838	+1,620%	+$8.17M	4.8%	4
2022 Q4	$503K	Buy	4,557 +1,164	+34%	+$125K	0.24%	36
2022 Q3	$296K	Sell	3,393 -355	-9%	-$32.4K	0.12%	48
2022 Q2	$321K	Buy	3,748 +355	+10%	+$32K	0.13%	46
2022 Q1	$280K	Sell	3,393 -49	-1%	-$3.81K	0.11%	56
2021 Q4	$211K	Sell	3,442 -2,754	-44%	-$172K	0.08%	56
2021 Q3	$364K	Sell	6,196 -321	-5%	-$18.3K	0.15%	34
2021 Q2	$411K	Hold	6,517	–	–	0.19%	31
2021 Q1	$364K	Sell	6,517 -1,025	-14%	-$53.7K	0.16%	29
2020 Q4	$311K	Hold	7,542	–	–	0.15%	30
2020 Q3	$259K	Sell	7,542 -550	-7%	-$22.5K	0.15%	31
2020 Q2	$362K	Hold	8,092	–	–	0.23%	23
2020 Q1	$307K	Buy	8,092 +5,154	+175%	+$285K	0.18%	24
2019 Q4	$205K	Buy	+2,938	New	+$203K	0.1%	41
2018 Q3	–	Sell	-2,113	Closed	-$175K	–	66
2018 Q2	$175K	Sell	2,113 -26	-1%	-$2.07K	0.1%	38
2018 Q1	$160K	Buy	2,139 +19	+0.9%	+$1.52K	0.09%	46
2017 Q4	$177K	Sell	2,120 -125	-6%	-$10.3K	0.11%	45
2017 Q3	$184K	Sell	2,245 -2,141	-49%	-$170K	0.11%	41
2017 Q2	$354K	Hold	4,386	–	–	0.24%	31
2017 Q1	$360K	Sell	4,386 -500	-10%	-$41.8K	0.23%	31
2016 Q4	$441K	Buy	4,886 +474	+11%	+$41.4K	0.31%	24
2016 Q3	$385K	Sell	4,412 -2,328	-35%	-$207K	0.3%	21
2016 Q2	$632K	Buy	6,740 +71	+1%	+$6.28K	0.56%	15
2016 Q1	$557K	Buy	6,669 +26	+0.4%	+$2.08K	0.52%	16
2015 Q4	$518K	Sell	6,643 -1,850	-22%	-$148K	0.41%	21
2015 Q3	$631K	Sell	8,493 -181	-2%	-$13.9K	0.53%	16
2015 Q2	$722K	Sell	8,674 -459	-5%	-$39.5K	0.5%	22
2015 Q1	$776K	Buy	9,133 +2	+0%	+$177	0.56%	16
2014 Q4	$844K	Buy	9,131 +87	+1%	+$8.11K	0.59%	15
2014 Q3	$851K	Sell	9,044 -48	-0.5%	-$4.78K	0.68%	15
2014 Q2	$915K	Buy	9,092 +460	+5%	+$46.4K	0.72%	16
2014 Q1	$843K	Buy	8,632 +225	+3%	+$21.4K	0.71%	20
2013 Q4	$851K	Buy	+8,407	New	+$777K	0.76%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D. Scott Neal's XOM Position: Q3 2025 in Review

D. Scott Neal reduced its ExxonMobil (XOM) stake by 3.8% in Q3 2025, selling an estimated $11.1K and leaving 2,534 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #48.

D. Scott Neal first reported a position in XOM in Q4 2013 and has held it in 43 quarters since. The position peaked at $8.97M in Q3 2023. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

D. Scott Neal held 2,534 shares of ExxonMobil worth $286K as of Q3 2025.
D. Scott Neal sold 100 ExxonMobil shares in Q3 2025, an estimated $11.1K.
ExxonMobil made up 0.13% of D. Scott Neal's portfolio in Q3 2025, its #48 holding.
D. Scott Neal first reported a position in ExxonMobil in Q4 2013 and has held it in 43 quarters since.
D. Scott Neal's ExxonMobil position peaked at $8.97M in Q3 2023.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.