Safeguard Financial’s ExxonMobil XOM Stock Holding History

Safeguard Financial’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	$643K	Sell	5,404 -297	-5%	-$32.8K	0.14%	53
2024 Q4	$613K	Sell	5,701 -156	-3%	-$18.2K	0.13%	57
2024 Q3	$687K	Buy	5,857 +1,046	+22%	+$121K	0.16%	52
2024 Q2	$554K	Buy	4,811 +828	+21%	+$96.4K	0.15%	57
2024 Q1	$463K	Sell	3,983 -122	-3%	-$12.8K	0.15%	56
2023 Q4	$410K	Buy	4,105 +25	+0.6%	+$2.63K	0.16%	50
2023 Q3	$480K	Sell	4,080 -24	-0.6%	-$2.63K	0.23%	44
2023 Q2	$440K	Buy	4,104 +158	+4%	+$17.2K	0.21%	44
2023 Q1	$433K	Sell	3,946 -1,690	-30%	-$187K	0.26%	44
2022 Q4	$622K	Buy	5,636 +1,918	+52%	+$206K	0.45%	38
2022 Q3	$325K	Buy	+3,718	New	+$339K	0.3%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Safeguard Financial's XOM Position: Q1 2025 in Review

Safeguard Financial reduced its ExxonMobil (XOM) stake by 5.2% in Q1 2025, selling an estimated $32.8K and leaving 5,404 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #53.

Safeguard Financial first reported a position in XOM in Q3 2022 and has held it in 11 quarters since. The position peaked at $687K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Safeguard Financial held 5,404 shares of ExxonMobil worth $643K as of Q1 2025.
Safeguard Financial sold 297 ExxonMobil shares in Q1 2025, an estimated $32.8K.
ExxonMobil made up 0.14% of Safeguard Financial's portfolio in Q1 2025, its #53 holding.
Safeguard Financial first reported a position in ExxonMobil in Q3 2022 and has held it in 11 quarters since.
Safeguard Financial's ExxonMobil position peaked at $687K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.