SageView Advisory Group’s ExxonMobil XOM Stock Holding History

SageView Advisory Group’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	$9.65M	Buy	80,200 +13,158	+20%	+$1.53M	0.33%	38
2025 Q3	$7.56M	Buy	67,042 +21,161	+46%	+$2.35M	0.26%	49
2025 Q2	$5.11M	Buy	45,881 +349	+0.8%	+$37.3K	0.19%	54
2025 Q1	$5.42M	Buy	45,532 +4,255	+10%	+$471K	0.23%	48
2024 Q4	$4.44M	Buy	41,277 +10,288	+33%	+$1.2M	0.19%	67
2024 Q3	$3.63M	Sell	30,989 -6,493	-17%	-$750K	0.18%	70
2024 Q2	$4.31M	Buy	37,482 +10,664	+40%	+$1.24M	0.2%	68
2024 Q1	$3.12M	Sell	26,818 -9,617	-26%	-$1.01M	0.16%	80
2023 Q4	$3.82M	Buy	36,435 +11,392	+45%	+$1.2M	0.16%	77
2023 Q3	$2.94M	Buy	25,043 +712	+3%	+$78.1K	0.17%	80
2023 Q2	$2.61M	Buy	24,331 +2,743	+13%	+$299K	0.15%	94
2023 Q1	$2.37M	Buy	21,588 +3,169	+17%	+$351K	0.15%	101
2022 Q4	$2.03M	Buy	+18,419	New	+$1.97M	0.17%	98

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

SageView Advisory Group's XOM Position: Q4 2025 in Review

SageView Advisory Group increased its ExxonMobil (XOM) stake by 20% in Q4 2025, buying an estimated $1.53M and bringing the position to 80,200 shares worth $9.65M. The position accounts for 0.33% of the portfolio, ranked #38.

SageView Advisory Group first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. 4,543 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

SageView Advisory Group held 80,200 shares of ExxonMobil worth $9.65M as of Q4 2025.
SageView Advisory Group bought 13,158 ExxonMobil shares in Q4 2025, an estimated $1.53M.
ExxonMobil made up 0.33% of SageView Advisory Group's portfolio in Q4 2025, its #38 holding.
SageView Advisory Group first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
4,543 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.