Sagard Holdings Management’s ExxonMobil XOM Stock Holding History

Sagard Holdings 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 Q3	$71.1K	Hold	631	–	–	0.36%	29
2025 Q2	$68K	Buy	+631	New	+$67.5K	0.19%	33

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagard Holdings Management's XOM Position: Q3 2025 in Review

Sagard Holdings Management held its ExxonMobil (XOM) position steady in Q3 2025 at 631 shares worth $71.1K. The position accounts for 0.36% of the portfolio, ranked #29.

Sagard Holdings Management first reported a position in XOM in Q2 2025 and has held it in 2 quarters since. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Sagard Holdings Management held 631 shares of ExxonMobil worth $71.1K as of Q3 2025.
Sagard Holdings Management left its ExxonMobil share count unchanged in Q3 2025.
ExxonMobil made up 0.36% of Sagard Holdings Management's portfolio in Q3 2025, its #29 holding.
Sagard Holdings Management first reported a position in ExxonMobil in Q2 2025 and has held it in 2 quarters since.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.