Miller Equity Capital Advisors’s ExxonMobil XOM Stock Holding History

Miller Equity Capital 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 Q1	–	Sell	-2,151	Closed	-$231K	–	56
2024 Q4	$231K	Hold	2,151	–	–	0.09%	56
2024 Q3	$252K	Hold	2,151	–	–	0.1%	55
2024 Q2	$248K	Buy	2,151 +85	+4%	+$9.9K	0.1%	54
2024 Q1	$240K	Buy	+2,066	New	+$216K	0.1%	54

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Miller Equity Capital Advisors's XOM Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,151 shares — an estimated $231K sold.

Miller Equity Capital Advisors first reported a position in XOM in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q3 2024. 4,267 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Miller Equity Capital Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 2,151 ExxonMobil shares in Q1 2025, an estimated $231K.
Miller Equity Capital Advisors first reported a position in ExxonMobil in Q1 2024 and held it in 4 quarters.
Miller Equity Capital Advisors's ExxonMobil position peaked at $252K in Q3 2024.
4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.