Montag & Caldwell’s ExxonMobil XOM Stock Holding History

Montag & Caldwell’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 Q2	$484K	Hold	4,493	–	–	0.11%	73
2025 Q1	$534K	Hold	4,493	–	–	0.12%	71
2024 Q4	$483K	Hold	4,493	–	–	0.1%	72
2024 Q3	$527K	Hold	4,493	–	–	0.11%	69
2024 Q2	$517K	Hold	4,493	–	–	0.1%	69
2024 Q1	$522K	Hold	4,493	–	–	0.09%	65
2023 Q4	$449K	Hold	4,493	–	–	0.08%	61
2023 Q3	$528K	Hold	4,493	–	–	0.07%	64
2023 Q2	$482K	Hold	4,493	–	–	0.06%	67
2023 Q1	$493K	Hold	4,493	–	–	0.07%	60
2022 Q4	$496K	Hold	4,493	–	–	0.07%	62
2022 Q3	$392K	Hold	4,493	–	–	0.06%	71
2022 Q2	$385K	Buy	+4,493	New	+$405K	0.06%	73
2015 Q2	–	Sell	-13,800	Closed	-$1.17M	–	117
2015 Q1	$1.17M	Hold	13,800	–	–	0.01%	47
2014 Q4	$1.28M	Hold	13,800	–	–	0.01%	45
2014 Q3	$1.3M	Hold	13,800	–	–	0.01%	37
2014 Q2	$1.39M	Hold	13,800	–	–	0.01%	44
2014 Q1	$1.35M	Hold	13,800	–	–	0.01%	52
2013 Q4	$1.4M	Sell	13,800 -300	-2%	-$27.7K	0.01%	47
2013 Q3	$1.21M	Hold	14,100	–	–	0.01%	58
2013 Q2	$1.27M	Buy	+14,100	New	+$1.27M	0.01%	44

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Montag & Caldwell's XOM Position: Q2 2025 in Review

Montag & Caldwell held its ExxonMobil (XOM) position steady in Q2 2025 at 4,493 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #73.

Montag & Caldwell first reported a position in XOM in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.4M in Q4 2013. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Montag & Caldwell held 4,493 shares of ExxonMobil worth $484K as of Q2 2025.
Montag & Caldwell left its ExxonMobil share count unchanged in Q2 2025.
ExxonMobil made up 0.11% of Montag & Caldwell's portfolio in Q2 2025, its #73 holding.
Montag & Caldwell first reported a position in ExxonMobil in Q2 2013 and has held it in 21 quarters since.
Montag & Caldwell's ExxonMobil position peaked at $1.4M in Q4 2013.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.