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Lion Street Advisors’s ExxonMobil XOM Stock Holding History

Lion Street Advisors’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 		$3.1M Buy
48,063
+16,992
+55% +$1.89M 1.07% 9
2025
Q2 		$3.35M Buy
31,071
+350
+1% +$37.4K 1.02% 18
2025
Q1 		$3.65M Sell
30,721
-100
-0.3% -$11.1K 1.16% 14
2024
Q4 		$3.32M Buy
30,821
+4,320
+16% +$505K 1.06% 16
2024
Q3 		$3.11M Sell
26,501
-2,673
-9% -$309K 1.08% 18
2024
Q2 		$3.36M Sell
29,174
-8
-0% -$932 1.24% 14
2024
Q1 		$2.92M Hold
29,182
– – 1.19% 12
2023
Q4 		$2.92M Sell
29,182
-9,415
-24% -$990K 1.19% 12
2023
Q3 		$4.54M Sell
38,597
-10,132
-21% -$1.11M 1.48% 7
2023
Q2 		$3.14M Buy
48,729
+9,247
+23% +$1.01M 1.06% 9
2023
Q1 		$4.33M Buy
39,482
+16,333
+71% +$1.81M 1.34% 5
2022
Q4 		$1.49M Buy
23,149
+2,294
+11% +$246K 0.78% 11
2022
Q3 		$1.81M Sell
20,855
-2,294
-10% -$209K 0.9% 5
2022
Q2 		$1.49M Buy
23,149
+2,055
+10% +$185K 0.78% 11
2022
Q1 		$1.75M Sell
21,094
-1,429
-6% -$111K 0.89% 7
2021
Q4 		$1.37M Sell
22,523
-626
-3% -$39.1K 0.67% 13
2021
Q3 		$1.36M Buy
23,149
+22,449
+3,207% +$1.28M 0.74% 12
2021
Q2 		$44.2K Buy
+700
New +$41.8K 1.6% 14
2020
Q2 		– Sell
-550
Closed -$21K – 419
2020
Q1 		$21K Buy
+550
New +$30.4K 0.11% 94

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lion Street Advisors's XOM Position: Q3 2025 in Review

Lion Street Advisors increased its ExxonMobil (XOM) stake by 55% in Q3 2025, buying an estimated $1.89M and bringing the position to 48,063 shares worth $3.1M. The position accounts for 1.07% of the portfolio, ranked #9.

Lion Street Advisors first reported a position in XOM in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.54M in Q3 2023. 4,223 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Lion Street Advisors held 48,063 shares of ExxonMobil worth $3.1M as of Q3 2025.
  • Lion Street Advisors bought 16,992 ExxonMobil shares in Q3 2025, an estimated $1.89M.
  • ExxonMobil made up 1.07% of Lion Street Advisors's portfolio in Q3 2025, its #9 holding.
  • Lion Street Advisors first reported a position in ExxonMobil in Q1 2020 and has held it in 19 quarters since.
  • Lion Street Advisors's ExxonMobil position peaked at $4.54M in Q3 2023.
  • 4,223 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.