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 $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

ORG Partners's XOM Position: Q4 2025 in Review

ORG Partners reduced its ExxonMobil (XOM) stake by 22% in Q4 2025, selling an estimated $608K and leaving 18,479 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #53.

ORG Partners first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.23M in Q2 2024. 4,559 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

ORG Partners held 18,479 shares of ExxonMobil worth $2.22M as of Q4 2025.
ORG Partners sold 5,239 ExxonMobil shares in Q4 2025, an estimated $608K.
ExxonMobil made up 0.39% of ORG Partners's portfolio in Q4 2025, its #53 holding.
ORG Partners first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
ORG Partners's ExxonMobil position peaked at $8.23M in Q2 2024.
4,559 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.