Eaton Financial Holdings’s ExxonMobil XOM Stock Holding History

Eaton Financial Holdings’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 Q2	–	Sell	-3,245	Closed	-$386K	–	119
2025 Q1	$386K	Sell	3,245 -302	-9%	-$33.4K	0.16%	52
2024 Q4	$382K	Sell	3,547 -3,230	-48%	-$378K	0.15%	55
2024 Q3	$794K	Buy	+6,777	New	+$783K	0.32%	41
2024 Q1	$788K	Buy	+6,777	New	+$709K	0.41%	39

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

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

Norges Bank Oslo, Norway $935B AUM

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

Eaton Financial Holdings's XOM Position: Q2 2025 in Review

Eaton Financial Holdings sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 3,245 shares — an estimated $386K sold.

Eaton Financial Holdings first reported a position in XOM in Q1 2024 and held it in 4 quarters. The position peaked at $794K in Q3 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Eaton Financial Holdings reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Eaton Financial Holdings sold 3,245 ExxonMobil shares in Q2 2025, an estimated $386K.
Eaton Financial Holdings first reported a position in ExxonMobil in Q1 2024 and held it in 4 quarters.
Eaton Financial Holdings's ExxonMobil position peaked at $794K in Q3 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Eaton Financial Holdings's 13F filing for Q2 2025, filed 15 Jul 2025.