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Enterprise Bank & Trust’s ExxonMobil XOM Stock Holding History

Enterprise Bank & Trust’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 		$618K Buy
5,733
+379
+7% +$40.5K 0.23% 75
2025
Q1 		$637K Buy
5,354
+35
+0.7% +$3.87K 0.25% 71
2024
Q4 		$572K Buy
5,319
+838
+19% +$98K 0.19% 78
2024
Q3 		$525K Buy
4,481
+249
+6% +$28.8K 0.17% 79
2024
Q2 		$487K Buy
4,232
+58
+1% +$6.75K 0.17% 79
2024
Q1 		$485K Sell
4,174
-936
-18% -$97.9K 0.17% 78
2023
Q4 		$511K Buy
5,110
+1,919
+60% +$202K 0.18% 76
2023
Q3 		$375K Hold
3,191
– – 0.15% 83
2023
Q2 		$342K Buy
3,191
+341
+12% +$37.2K 0.13% 93
2023
Q1 		$313K Buy
2,850
+12
+0.4% +$1.33K 0.14% 82
2022
Q4 		$313K Buy
+2,838
New +$304K 0.15% 83
2021
Q2 		– Sell
-7,160
Closed -$400K – 102
2021
Q1 		$400K Hold
7,160
– – 0.17% 66
2020
Q4 		$295K Hold
7,160
– – 0.13% 78
2020
Q3 		$246K Hold
7,160
– – 0.12% 79
2020
Q2 		$320K Sell
7,160
-1,226
-15% -$55K 0.16% 68
2020
Q1 		$318K Buy
8,386
+238
+3% +$13.1K 0.19% 65
2019
Q4 		$569K Sell
8,148
-6,050
-43% -$418K 0.26% 63
2019
Q3 		$1M Sell
14,198
-16,050
-53% -$1.16M 0.49% 52
2019
Q2 		$2.32M Sell
30,248
-3,100
-9% -$240K 1.19% 26
2019
Q1 		$2.69M Buy
+33,348
New +$2.54M 1.11% 22

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Enterprise Bank & Trust's XOM Position: Q2 2025 in Review

Enterprise Bank & Trust increased its ExxonMobil (XOM) stake by 7.1% in Q2 2025, buying an estimated $40.5K and bringing the position to 5,733 shares worth $618K. The position accounts for 0.23% of the portfolio, ranked #75.

Enterprise Bank & Trust first reported a position in XOM in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.69M in Q1 2019. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Enterprise Bank & Trust held 5,733 shares of ExxonMobil worth $618K as of Q2 2025.
  • Enterprise Bank & Trust bought 379 ExxonMobil shares in Q2 2025, an estimated $40.5K.
  • ExxonMobil made up 0.23% of Enterprise Bank & Trust's portfolio in Q2 2025, its #75 holding.
  • Enterprise Bank & Trust first reported a position in ExxonMobil in Q1 2019 and has held it in 20 quarters since.
  • Enterprise Bank & Trust's ExxonMobil position peaked at $2.69M in Q1 2019.
  • 4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.