ORG Partners’s ExxonMobil XOM Stock Holding History

ORG 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 Q4	$2.22M	Sell	18,479 -5,239	-22%	-$608K	0.39%	53
2025 Q3	$2.68M	Buy	23,718 +392	+2%	+$43.6K	0.49%	43
2025 Q2	$2.55M	Sell	23,326 -4,627	-17%	-$495K	0.54%	37
2025 Q1	$3.33M	Sell	27,953 -13,063	-32%	-$1.44M	0.82%	20
2024 Q4	$4.42M	Buy	41,016 +1,034	+3%	+$121K	0.6%	39
2024 Q3	$4.69M	Sell	39,982 -31,577	-44%	-$3.65M	0.75%	32
2024 Q2	$8.23M	Buy	71,559 +69,886	+4,177%	+$8.14M	1.02%	17
2024 Q1	$196K	Sell	1,673 -68,890	-98%	-$7.21M	0.37%	45
2023 Q4	$7.06M	Buy	70,563 +21,700	+44%	+$2.28M	1.18%	19
2023 Q3	$5.75M	Sell	48,863 -549	-1%	-$60.2K	1.7%	8
2023 Q2	$5.3M	Sell	49,412 -5,812	-11%	-$634K	0.86%	22
2023 Q1	$6.16M	Buy	+55,224	New	+$6.11M	1.5%	16

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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