Moody Aldrich Partners’s ExxonMobil XOM Stock Holding History

Moody Aldrich Partners’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	-2,791	Closed	-$300K	–	218
2024 Q4	$300K	Hold	2,791	–	–	0.06%	163
2024 Q3	$327K	Sell	2,791 -325	-10%	-$37.5K	0.06%	154
2024 Q2	$359K	Buy	3,116 +491	+19%	+$57.2K	0.07%	147
2024 Q1	$305K	Buy	+2,625	New	+$275K	0.05%	179

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

Norges Bank Oslo, Norway $935B AUM

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

Moody Aldrich Partners's XOM Position: Q1 2025 in Review

Moody Aldrich Partners sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2,791 shares — an estimated $300K sold.

Moody Aldrich Partners first reported a position in XOM in Q1 2024 and held it in 4 quarters. The position peaked at $359K in Q2 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Moody Aldrich Partners reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Moody Aldrich Partners sold 2,791 ExxonMobil shares in Q1 2025, an estimated $300K.
Moody Aldrich Partners first reported a position in ExxonMobil in Q1 2024 and held it in 4 quarters.
Moody Aldrich Partners's ExxonMobil position peaked at $359K in Q2 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.