Partners Capital Investment Group’s ExxonMobil XOM Stock Holding History

Partners Capital Investment Group’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 Q2	–	Sell	-29,507	Closed	-$3.51M	–	182
2025 Q1	$3.51M	Hold	29,507	–	–	0.06%	112
2024 Q4	$3.17M	Sell	29,507 -12,000	-29%	-$1.4M	0.09%	81
2024 Q3	$4.87M	Sell	41,507 -12,500	-23%	-$1.44M	0.08%	95
2024 Q2	$6.21M	Hold	54,007	–	–	0.1%	86
2024 Q1	$6.28M	Sell	54,007 -10,488	-16%	-$1.1M	0.17%	65
2023 Q4	$6.45M	Buy	64,495 +1,292	+2%	+$136K	0.14%	86
2023 Q3	$7.43M	Buy	63,203 +5,393	+9%	+$592K	0.18%	83
2023 Q2	$6.2M	Buy	57,810 +3,803	+7%	+$415K	0.13%	98
2023 Q1	$5.92M	Sell	54,007 -12,034	-18%	-$1.33M	0.25%	66
2022 Q4	$7.28M	Sell	66,041 -36,189	-35%	-$3.88M	0.35%	56
2022 Q3	$8.93M	Buy	+102,230	New	+$9.33M	0.53%	52

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

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

Norges Bank Oslo, Norway $935B AUM

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

Partners Capital Investment Group's XOM Position: Q2 2025 in Review

Partners Capital Investment Group sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 29,507 shares — an estimated $3.51M sold.

Partners Capital Investment Group first reported a position in XOM in Q3 2022 and held it in 11 quarters. The position peaked at $8.93M in Q3 2022. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Partners Capital Investment Group reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Partners Capital Investment Group sold 29,507 ExxonMobil shares in Q2 2025, an estimated $3.51M.
Partners Capital Investment Group first reported a position in ExxonMobil in Q3 2022 and held it in 11 quarters.
Partners Capital Investment Group's ExxonMobil position peaked at $8.93M in Q3 2022.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.