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Orion Portfolio Solutions’s ExxonMobil XOM Stock Holding History

Orion Portfolio Solutions’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 		$34.1M Buy
286,710
+13,719
+5% +$1.52M 0.33% 47
2024
Q4 		$29.4M Buy
272,991
+37,989
+16% +$4.44M 0.29% 56
2024
Q3 		$27.5M Buy
235,002
+26,252
+13% +$3.03M 0.27% 62
2024
Q2 		$24M Buy
208,750
+42,592
+26% +$4.96M 0.25% 72
2024
Q1 		$19.3M Buy
166,158
+16,853
+11% +$1.76M 0.21% 97
2023
Q4 		$15.1M Buy
149,305
+1,085
+0.7% +$114K 0.18% 123
2023
Q3 		$17.4M Sell
148,220
-15,011
-9% -$1.65M 0.21% 104
2023
Q2 		$10.4M Buy
163,231
+11,744
+8% +$1.28M 0.11% 175
2023
Q1 		$16.6M Buy
151,487
+87,592
+137% +$9.69M 0.21% 101
2022
Q4 		$7.05M Buy
63,895
+15,583
+32% +$1.67M 0.25% 68
2022
Q3 		$4.22M Buy
48,312
+3,827
+9% +$349K 0.17% 96
2022
Q2 		$3.81M Buy
44,485
+2,767
+7% +$250K 0.15% 96
2022
Q1 		$3.44M Sell
41,718
-6,714
-14% -$522K 0.12% 114
2021
Q4 		$2.96M Sell
48,432
-2,286
-5% -$143K 0.1% 130
2021
Q3 		$2.98M Buy
50,718
+3,965
+8% +$226K 0.11% 121
2021
Q2 		$2.95M Buy
46,753
+4,135
+10% +$247K 0.12% 114
2021
Q1 		$2.38M Sell
42,618
-6,120
-13% -$321K 0.1% 119
2020
Q4 		$2.01M Buy
48,738
+1,389
+3% +$52.1K 0.09% 133
2020
Q3 		$1.63M Buy
47,349
+2,524
+6% +$103K 0.08% 133
2020
Q2 		$2M Buy
44,825
+6,840
+18% +$307K 0.11% 103
2020
Q1 		$1.44M Sell
37,985
-9
-0% -$497 0.1% 100
2019
Q4 		$2.65M Buy
+37,994
New +$2.63M 0.21% 73

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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

Orion Portfolio Solutions's XOM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its ExxonMobil (XOM) stake by 5% in Q1 2025, buying an estimated $1.52M and bringing the position to 286,710 shares worth $34.1M. The position accounts for 0.33% of the portfolio, ranked #47.

Orion Portfolio Solutions first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Orion Portfolio Solutions held 286,710 shares of ExxonMobil worth $34.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 13,719 ExxonMobil shares in Q1 2025, an estimated $1.52M.
  • ExxonMobil made up 0.33% of Orion Portfolio Solutions's portfolio in Q1 2025, its #47 holding.
  • Orion Portfolio Solutions first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.