NYL Investors’s ExxonMobil XOM Stock Holding History

NYL Investors’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 Q4	–	Sell	-145,170	Closed	-$16.4M	–	36
2025 Q3	$16.4M	Hold	145,170	–	–	5.38%	6
2025 Q2	$15.6M	Hold	145,170	–	–	4.31%	6
2025 Q1	$17.3M	Hold	145,170	–	–	1.11%	7
2024 Q4	$15.6M	Hold	145,170	–	–	1.41%	8
2024 Q3	$17M	Hold	145,170	–	–	1.07%	6
2024 Q2	$16.7M	Hold	145,170	–	–	1.19%	7
2024 Q1	$16.9M	Hold	145,170	–	–	0.61%	8
2023 Q4	$14.5M	Buy	+145,170	New	+$15.3M	0.59%	7

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

NYL Investors's XOM Position: Q4 2025 in Review

NYL Investors sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 145,170 shares — an estimated $16.4M sold.

NYL Investors first reported a position in XOM in Q4 2023 and held it in 8 quarters. The position peaked at $17.3M in Q1 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

NYL Investors reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
NYL Investors sold 145,170 ExxonMobil shares in Q4 2025, an estimated $16.4M.
NYL Investors first reported a position in ExxonMobil in Q4 2023 and held it in 8 quarters.
NYL Investors's ExxonMobil position peaked at $17.3M in Q1 2025.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on NYL Investors's 13F filing for Q4 2025, filed 11 Feb 2026.