Red Lighthouse Investment Management’s ExxonMobil XOM Stock Holding History

Red Lighthouse Investment Management’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	-3,248	Closed	-$366K	–	115
2025 Q3	$366K	Buy	3,248 +11	+0.3%	+$1.22K	0.13%	55
2025 Q2	$349K	Buy	3,237 +19	+0.6%	+$2.03K	0.13%	56
2025 Q1	$374K	Sell	3,218 -9	-0.3%	-$995	0.15%	51
2024 Q4	$347K	Buy	3,227 +1	+0%	+$117	0.14%	52
2024 Q3	$378K	Sell	3,226 -19	-0.6%	-$2.19K	0.15%	52
2024 Q2	$374K	Buy	3,245 +27	+0.8%	+$3.15K	0.16%	51
2024 Q1	$374K	Buy	3,218 +23	+0.7%	+$2.41K	0.15%	52
2023 Q4	$319K	Buy	3,195 +47	+1%	+$4.94K	0.13%	53
2023 Q3	$370K	Buy	3,148 +150	+5%	+$16.5K	0.17%	48
2023 Q2	$321K	Hold	2,998	–	–	0.15%	49
2023 Q1	$329K	Hold	2,998	–	–	0.16%	51
2022 Q4	$331K	Buy	+2,998	New	+$321K	0.17%	52

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

Red Lighthouse Investment Management's XOM Position: Q4 2025 in Review

Red Lighthouse Investment Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 3,248 shares — an estimated $366K sold.

Red Lighthouse Investment Management first reported a position in XOM in Q4 2022 and held it in 12 quarters. The position peaked at $378K in Q3 2024. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Red Lighthouse Investment Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Red Lighthouse Investment Management sold 3,248 ExxonMobil shares in Q4 2025, an estimated $366K.
Red Lighthouse Investment Management first reported a position in ExxonMobil in Q4 2022 and held it in 12 quarters.
Red Lighthouse Investment Management's ExxonMobil position peaked at $378K in Q3 2024.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Red Lighthouse Investment Management's 13F filing for Q4 2025, filed 16 Jan 2026.