Running Point Capital Advisors’s ExxonMobil XOM Stock Holding History

Running Point 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	$651K	Buy	5,410 +17	+0.3%	+$1.97K	0.18%	76
2025 Q3	$608K	Buy	5,393 +24	+0.4%	+$2.67K	0.16%	77
2025 Q2	$579K	Buy	5,369 +23	+0.4%	+$2.46K	0.16%	74
2025 Q1	$636K	Buy	5,346 +749	+16%	+$82.8K	0.2%	68
2024 Q4	$495K	Sell	4,597 -1,928	-30%	-$226K	0.17%	69
2024 Q3	$765K	Buy	6,525 +42	+0.6%	+$4.85K	0.3%	49
2024 Q2	$746K	Sell	6,483 -91	-1%	-$10.6K	0.31%	50
2024 Q1	$764K	Buy	6,574 +2,310	+54%	+$242K	0.34%	48
2023 Q4	$426K	Sell	4,264 -116	-3%	-$12.2K	0.21%	66
2023 Q3	$515K	Buy	4,380 +4	+0.1%	+$439	0.3%	54
2023 Q2	$469K	Buy	4,376 +5	+0.1%	+$546	0.26%	60
2023 Q1	$479K	Hold	4,371	–	–	0.29%	53
2022 Q4	$482K	Hold	4,371	–	–	0.3%	53
2022 Q3	$382K	Buy	4,371 +214	+5%	+$19.5K	0.25%	52
2022 Q2	$356K	Buy	4,157 +6	+0.1%	+$541	0.23%	60
2022 Q1	$343K	Sell	4,151 -129	-3%	-$10K	0.2%	61
2021 Q4	$262K	Sell	4,280 -615	-13%	-$38.4K	0.16%	67
2021 Q3	$288K	Buy	+4,895	New	+$279K	0.13%	85

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

Running Point Capital Advisors's XOM Position: Q4 2025 in Review

Running Point Capital Advisors increased its ExxonMobil (XOM) stake by 0.32% in Q4 2025, buying an estimated $1.97K and bringing the position to 5,410 shares worth $651K. The position accounts for 0.18% of the portfolio, ranked #76.

Running Point Capital Advisors first reported a position in XOM in Q3 2021 and has held it in 18 quarters since. The position peaked at $765K in Q3 2024. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Running Point Capital Advisors held 5,410 shares of ExxonMobil worth $651K as of Q4 2025.
Running Point Capital Advisors bought 17 ExxonMobil shares in Q4 2025, an estimated $1.97K.
ExxonMobil made up 0.18% of Running Point Capital Advisors's portfolio in Q4 2025, its #76 holding.
Running Point Capital Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 18 quarters since.
Running Point Capital Advisors's ExxonMobil position peaked at $765K in Q3 2024.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.