Element Pointe Advisors’s ExxonMobil XOM Stock Holding History

Element Pointe 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 Q1	–	Sell	-3,232	Closed	-$348K	–	72
2024 Q4	$348K	Hold	3,232	–	–	0.08%	53
2024 Q3	$379K	Hold	3,232	–	–	0.09%	50
2024 Q2	$372K	Hold	3,232	–	–	0.09%	49
2024 Q1	$376K	Hold	3,232	–	–	0.1%	50
2023 Q4	$323K	Sell	3,232 -40	-1%	-$4.2K	0.08%	62
2023 Q3	$385K	Buy	3,272 +40	+1%	+$4.39K	0.1%	50
2023 Q2	$347K	Hold	3,232	–	–	0.09%	53
2023 Q1	$354K	Hold	3,232	–	–	0.1%	53
2022 Q4	$356K	Buy	+3,232	New	+$346K	0.11%	49
2022 Q3	–	Sell	-3,342	Closed	-$286K	–	75
2022 Q2	$286K	Buy	3,342 +110	+3%	+$9.92K	0.12%	58
2022 Q1	$267K	Buy	+3,232	New	+$251K	0.09%	75

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

Element Pointe Advisors's XOM Position: Q1 2025 in Review

Element Pointe Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 3,232 shares — an estimated $348K sold.

Element Pointe Advisors first reported a position in XOM in Q1 2022 and held it in 11 quarters. The position peaked at $385K in Q3 2023. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Element Pointe Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Element Pointe Advisors sold 3,232 ExxonMobil shares in Q1 2025, an estimated $348K.
Element Pointe Advisors first reported a position in ExxonMobil in Q1 2022 and held it in 11 quarters.
Element Pointe Advisors's ExxonMobil position peaked at $385K in Q3 2023.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Element Pointe Advisors's 13F filing for Q1 2025, filed 9 May 2025.