Horizon Family Wealth’s ExxonMobil XOM Stock Holding History

Horizon Family Wealth’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	-10,608	Closed	-$1.14M	–	87
2024 Q4	$1.14M	Buy	+10,608	New	+$1.24M	0.76%	28

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

Horizon Family Wealth's XOM Position: Q1 2025 in Review

Horizon Family Wealth sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 10,608 shares — an estimated $1.14M sold.

Horizon Family Wealth first reported a position in XOM in Q4 2024 and held it in 1 quarter. The position peaked at $1.14M in Q4 2024. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Horizon Family Wealth reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Horizon Family Wealth sold 10,608 ExxonMobil shares in Q1 2025, an estimated $1.14M.
Horizon Family Wealth first reported a position in ExxonMobil in Q4 2024 and held it in 1 quarter.
Horizon Family Wealth's ExxonMobil position peaked at $1.14M in Q4 2024.
4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.