Roberts Capital Advisors’s ExxonMobil XOM Stock Holding History

Roberts Capital Advisors’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	-11,000	Closed	-$1.24M	–	63
2025 Q3	$1.24M	Buy	+11,000	New	+$1.22M	1.38%	17

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

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 New York $1.56T AUM 27.86% 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

Roberts Capital Advisors's XOM Position: Q4 2025 in Review

Roberts Capital Advisors sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 11,000 shares — an estimated $1.24M sold.

Roberts Capital Advisors first reported a position in XOM in Q3 2025 and held it in 1 quarter. The position peaked at $1.24M in Q3 2025. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Roberts Capital Advisors reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 11,000 ExxonMobil shares in Q4 2025, an estimated $1.24M.
Roberts Capital Advisors first reported a position in ExxonMobil in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's ExxonMobil position peaked at $1.24M in Q3 2025.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.