Gifford Fong Associates’s ExxonMobil XOM Stock Holding History

Gifford Fong Associates’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 Q4	$7.47M	Hold	62,066	–	–	1.49%	16
2025 Q3	$7M	Hold	62,066	–	–	1.47%	18
2025 Q2	$6.69M	Hold	62,066	–	–	1.54%	16
2025 Q1	$7.38M	Hold	62,066	–	–	1.84%	10
2024 Q4	$6.68M	Hold	62,066	–	–	1.64%	11
2024 Q3	$7.28M	Hold	62,066	–	–	1.82%	10
2024 Q2	$7.14M	Buy	62,066 +32,527	+110%	+$3.79M	1.89%	9
2024 Q1	$3.43M	Hold	29,539	–	–	0.95%	33
2023 Q4	$2.95M	Hold	29,539	–	–	0.63%	46
2023 Q3	$3.47M	Hold	29,539	–	–	0.83%	38
2023 Q2	$3.17M	Hold	29,539	–	–	0.74%	41
2023 Q1	$3.24M	Hold	29,539	–	–	0.85%	37
2022 Q4	$3.26M	Hold	29,539	–	–	0.75%	37
2022 Q3	$2.58M	Hold	29,539	–	–	0.64%	38
2022 Q2	$2.53M	Hold	29,539	–	–	0.59%	42
2022 Q1	$2.44M	Hold	29,539	–	–	0.45%	54
2021 Q4	$1.81M	Hold	29,539	–	–	0.32%	70
2021 Q3	$1.74M	Hold	29,539	–	–	0.34%	70
2021 Q2	$1.86M	Hold	29,539	–	–	0.36%	68
2021 Q1	$1.65M	Hold	29,539	–	–	0.35%	74
2020 Q4	$1.22M	Hold	29,539	–	–	0.28%	80
2020 Q3	$1.01M	Hold	29,539	–	–	0.27%	78
2020 Q2	$1.32M	Hold	29,539	–	–	0.4%	64
2020 Q1	$1.12M	Hold	29,539	–	–	0.41%	60
2019 Q4	$2.06M	Hold	29,539	–	–	0.6%	42
2019 Q3	$2.09M	Hold	29,539	–	–	0.68%	41
2019 Q2	$2.26M	Hold	29,539	–	–	0.76%	41
2019 Q1	$2.39M	Hold	29,539	–	–	0.79%	37
2018 Q4	$2.01M	Hold	29,539	–	–	0.76%	37
2018 Q3	$2.51M	Hold	29,539	–	–	0.8%	37
2018 Q2	$2.44M	Hold	29,539	–	–	0.84%	35
2018 Q1	$2.2M	Buy	+29,539	New	+$2.36M	0.9%	36

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Gifford Fong Associates's XOM Position: Q4 2025 in Review

Gifford Fong Associates held its ExxonMobil (XOM) position steady in Q4 2025 at 62,066 shares worth $7.47M. The position accounts for 1.49% of the portfolio, ranked #16.

Gifford Fong Associates first reported a position in XOM in Q1 2018 and has held it in 32 quarters since. 4,544 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Gifford Fong Associates held 62,066 shares of ExxonMobil worth $7.47M as of Q4 2025.
Gifford Fong Associates left its ExxonMobil share count unchanged in Q4 2025.
ExxonMobil made up 1.49% of Gifford Fong Associates's portfolio in Q4 2025, its #16 holding.
Gifford Fong Associates first reported a position in ExxonMobil in Q1 2018 and has held it in 32 quarters since.
4,544 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.