J. Safra Sarasin Holding’s ExxonMobil XOM Stock Holding History

J. Safra Sarasin Holding’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	–	Sell	-5,061	Closed	-$571K	–	562
2025 Q3	$571K	Buy	5,061 +489	+11%	+$54.4K	0.01%	400
2025 Q2	$493K	Buy	+4,572	New	+$489K	0.01%	364

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

J. Safra Sarasin Holding's XOM Position: Q4 2025 in Review

J. Safra Sarasin Holding sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 5,061 shares — an estimated $571K sold.

J. Safra Sarasin Holding first reported a position in XOM in Q2 2025 and held it in 2 quarters. The position peaked at $571K in Q3 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

J. Safra Sarasin Holding reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 5,061 ExxonMobil shares in Q4 2025, an estimated $571K.
J. Safra Sarasin Holding first reported a position in ExxonMobil in Q2 2025 and held it in 2 quarters.
J. Safra Sarasin Holding's ExxonMobil position peaked at $571K in Q3 2025.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2025, filed 15 Jan 2026.