McIntyre, Freedman & Flynn Investment Advisers’s ExxonMobil XOM Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	-3,339	Closed	-$360K	–	83
2025 Q2	$360K	Hold	3,339	–	–	0.25%	49
2025 Q1	$397K	Hold	3,339	–	–	0.29%	51
2024 Q4	$359K	Hold	3,339	–	–	0.27%	52
2024 Q3	$391K	Hold	3,339	–	–	0.28%	50
2024 Q2	$384K	Hold	3,339	–	–	0.28%	52
2024 Q1	$388K	Hold	3,339	–	–	0.28%	53
2023 Q4	$334K	Hold	3,339	–	–	0.27%	54
2023 Q3	$393K	Buy	3,339 +100	+3%	+$11K	0.33%	51
2023 Q2	$347K	Hold	3,239	–	–	0.3%	47
2023 Q1	$355K	Hold	3,239	–	–	0.3%	49
2022 Q4	$357K	Buy	+3,239	New	+$347K	0.3%	52

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 $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $609B AUM 40.19% 1-Year Est. Return

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

McIntyre, Freedman & Flynn Investment Advisers's XOM Position: Q3 2025 in Review

McIntyre, Freedman & Flynn Investment Advisers sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 3,339 shares — an estimated $360K sold.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in XOM in Q4 2022 and held it in 11 quarters. The position peaked at $397K in Q1 2025. 4,219 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

McIntyre, Freedman & Flynn Investment Advisers reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
McIntyre, Freedman & Flynn Investment Advisers sold 3,339 ExxonMobil shares in Q3 2025, an estimated $360K.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in ExxonMobil in Q4 2022 and held it in 11 quarters.
McIntyre, Freedman & Flynn Investment Advisers's ExxonMobil position peaked at $397K in Q1 2025.
4,219 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q3 2025, filed 13 Nov 2025.