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Ion Asset Management’s ExxonMobil XOM Stock Holding History

Ion Asset Management’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
Q3 		– Sell
-6,150
Closed -$663K – 76
2025
Q2 		$663K Hold
6,150
– – 0.04% 53
2025
Q1 		$731K Hold
6,150
– – 0.05% 43
2024
Q4 		$662K Buy
6,150
+650
+12% +$76K 0.04% 44
2024
Q3 		$645K Buy
+5,500
New +$635K 0.03% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ion Asset Management's XOM Position: Q3 2025 in Review

Ion Asset Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 6,150 shares — an estimated $663K sold.

Ion Asset Management first reported a position in XOM in Q3 2024 and held it in 4 quarters. The position peaked at $731K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Ion Asset Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
  • Ion Asset Management sold 6,150 ExxonMobil shares in Q3 2025, an estimated $663K.
  • Ion Asset Management first reported a position in ExxonMobil in Q3 2024 and held it in 4 quarters.
  • Ion Asset Management's ExxonMobil position peaked at $731K in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Ion Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.