Delta Financial Group’s ExxonMobil XOM Stock Holding History

Delta Financial Group’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	$6.22M	Sell	53,693 -316	-0.6%	-$34.9K	1.42%	12
2024 Q4	$5.81M	Sell	54,009 -1,675	-3%	-$196K	1.36%	10
2024 Q3	$6.53M	Buy	55,684 +367	+0.7%	+$42.4K	2.43%	4
2024 Q2	$6.37M	Buy	55,317 +155	+0.3%	+$18.1K	2.67%	4
2024 Q1	$6.41M	Buy	55,162 +26	+0%	+$2.72K	1.89%	7
2023 Q4	$5.51M	Sell	55,136 -298	-0.5%	-$31.3K	1.73%	6
2023 Q3	$6.52M	Buy	55,434 +114	+0.2%	+$12.5K	2.25%	6
2023 Q2	$5.93M	Buy	55,320 +3,155	+6%	+$344K	6.96%	2
2023 Q1	$5.72M	Buy	52,165 +4,985	+11%	+$551K	2.25%	6
2022 Q4	$5.2M	Buy	+47,180	New	+$5.06M	2.3%	6

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

Norges Bank Oslo, Norway $935B AUM

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

Delta Financial Group's XOM Position: Q1 2025 in Review

Delta Financial Group reduced its ExxonMobil (XOM) stake by 0.59% in Q1 2025, selling an estimated $34.9K and leaving 53,693 shares worth $6.22M. The position accounts for 1.42% of the portfolio, ranked #12.

Delta Financial Group first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.53M in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Delta Financial Group held 53,693 shares of ExxonMobil worth $6.22M as of Q1 2025.
Delta Financial Group sold 316 ExxonMobil shares in Q1 2025, an estimated $34.9K.
ExxonMobil made up 1.42% of Delta Financial Group's portfolio in Q1 2025, its #12 holding.
Delta Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Delta Financial Group's ExxonMobil position peaked at $6.53M in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.