Ground Swell Capital’s ExxonMobil XOM Stock Holding History

Ground Swell 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 Q1	–	Sell	-3,229	Closed	-$347K	–	276
2024 Q4	$347K	Buy	+3,229	New	+$378K	0.52%	34
2022 Q4	–	Sell	-3,189	Closed	-$278K	–	145
2022 Q3	$278K	Buy	+3,189	New	+$291K	0.79%	36
2014 Q3	$681K	Buy	7,238 +2,400	+50%	+$239K	1.29%	2
2014 Q2	$487K	Buy	+4,838	New	+$488K	0.95%	7

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

Ground Swell Capital's XOM Position: Q1 2025 in Review

Ground Swell Capital sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 3,229 shares — an estimated $347K sold.

Ground Swell Capital first reported a position in XOM in Q2 2014 and held it in 4 quarters. The position peaked at $681K in Q3 2014. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Ground Swell Capital reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 3,229 ExxonMobil shares in Q1 2025, an estimated $347K.
Ground Swell Capital first reported a position in ExxonMobil in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's ExxonMobil position peaked at $681K in Q3 2014.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.