Marshall & Sullivan’s ExxonMobil XOM Stock Holding History

Marshall & Sullivan’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	-350	Closed	-$37.7K	–	113
2025 Q2	$37.7K	Buy	+350	New	+$37.4K	0.02%	80
2023 Q1	–	Sell	-700	Closed	-$77.2K	–	93
2022 Q4	$77.2K	Buy	+700	New	+$75K	0.05%	52
2022 Q3	–	Sell	-450	Closed	-$38K	–	94
2022 Q2	$38K	Buy	+450	New	+$40.6K	0.02%	62
2021 Q1	–	Sell	-29	Closed	-$700	–	62
2020 Q4	$700	Sell	29 -1,371	-98%	-$51.4K	0.07%	52
2020 Q3	$48K	Hold	1,400	–	–	0.03%	50
2020 Q2	$63K	Buy	+1,400	New	+$62.8K	0.05%	39
2018 Q4	–	Sell	-2,358	Closed	-$200K	–	46
2018 Q3	$200K	Sell	2,358 -25	-1%	-$2.04K	0.15%	46
2018 Q2	$197K	Buy	+2,383	New	+$190K	0.18%	44
2017 Q1	–	Sell	-2,200	Closed	-$198K	–	56
2016 Q4	$198K	Hold	2,200	–	–	0.24%	39
2016 Q3	$192K	Hold	2,200	–	–	0.25%	37
2016 Q2	$206K	Sell	2,200 -500	-19%	-$44.2K	0.27%	36
2016 Q1	$225K	Hold	2,700	–	–	0.29%	35
2015 Q4	$210K	Hold	2,700	–	–	0.28%	34
2015 Q3	$220K	Buy	2,700 +125	+5%	+$9.63K	0.29%	34
2015 Q2	$214K	Sell	2,575 -875	-25%	-$75.2K	0.29%	33
2015 Q1	$293K	Hold	3,450	–	–	0.38%	33
2014 Q4	$318K	Hold	3,450	–	–	0.4%	35
2014 Q3	$324K	Buy	3,450 +1,400	+68%	+$139K	0.46%	34
2014 Q2	$206K	Hold	2,050	–	–	0.34%	35
2014 Q1	$200K	Hold	2,050	–	–	0.36%	34
2013 Q4	$207K	Buy	+2,050	New	+$190K	0.38%	34

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sullivan's XOM Position: Q3 2025 in Review

Marshall & Sullivan sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 350 shares — an estimated $37.7K sold.

Marshall & Sullivan first reported a position in XOM in Q4 2013 and held it in 21 quarters. The position peaked at $324K in Q3 2014. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Marshall & Sullivan reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 350 ExxonMobil shares in Q3 2025, an estimated $37.7K.
Marshall & Sullivan first reported a position in ExxonMobil in Q4 2013 and held it in 21 quarters.
Marshall & Sullivan's ExxonMobil position peaked at $324K in Q3 2014.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.