Disciplined Equity Management’s ExxonMobil XOM Stock Holding History

Disciplined Equity Management’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	–	Sell	-1,347	Closed	-$145K	–	68
2025 Q2	$145K	Hold	1,347	–	–	0.09%	44
2025 Q1	$160K	Hold	1,347	–	–	0.11%	44
2024 Q4	$145K	Sell	1,347 -1,032	-43%	-$121K	0.09%	50
2024 Q3	$279K	Hold	2,379	–	–	0.18%	46
2024 Q2	$274K	Buy	2,379 +1,347	+131%	+$157K	0.18%	44
2024 Q1	$120K	Sell	1,032 -392	-28%	-$41K	0.08%	49
2023 Q4	$142K	Buy	+1,424	New	+$150K	0.1%	52
2022 Q3	–	Sell	-25,126	Closed	-$2.15M	–	72
2022 Q2	$2.15M	Sell	25,126 -634	-2%	-$57.2K	1.95%	7
2022 Q1	$2.06M	Sell	25,760 -4,200	-14%	-$326K	2.07%	7
2021 Q4	$1.83M	Buy	+29,960	New	+$1.87M	1.77%	11

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

Disciplined Equity Management's XOM Position: Q3 2025 in Review

Disciplined Equity Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 1,347 shares — an estimated $145K sold.

Disciplined Equity Management first reported a position in XOM in Q4 2021 and held it in 10 quarters. The position peaked at $2.15M in Q2 2022. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Disciplined Equity Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Disciplined Equity Management sold 1,347 ExxonMobil shares in Q3 2025, an estimated $145K.
Disciplined Equity Management first reported a position in ExxonMobil in Q4 2021 and held it in 10 quarters.
Disciplined Equity Management's ExxonMobil position peaked at $2.15M in Q2 2022.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.