Fulcrum Capital’s ExxonMobil XOM Stock Holding History

Fulcrum Capital’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	-3,378	Closed	-$402K	–	110
2025 Q1	$402K	Sell	3,378 -825	-20%	-$91.2K	0.09%	68
2024 Q4	$452K	Buy	+4,203	New	+$492K	0.09%	68
2019 Q2	–	Sell	-3,143	Closed	-$254K	–	70
2019 Q1	$254K	Buy	+3,143	New	+$240K	0.1%	52

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

Fulcrum Capital's XOM Position: Q2 2025 in Review

Fulcrum Capital sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 3,378 shares — an estimated $402K sold.

Fulcrum Capital first reported a position in XOM in Q1 2019 and held it in 3 quarters. The position peaked at $452K in Q4 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Fulcrum Capital reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Fulcrum Capital sold 3,378 ExxonMobil shares in Q2 2025, an estimated $402K.
Fulcrum Capital first reported a position in ExxonMobil in Q1 2019 and held it in 3 quarters.
Fulcrum Capital's ExxonMobil position peaked at $452K in Q4 2024.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.