Saranac Partners’s ExxonMobil XOM Stock Holding History

Saranac Partners’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 Q2	–	Sell	-1,784	Closed	-$212K	–	82
2025 Q1	$212K	Buy	+1,784	New	+$197K	0.12%	72
2024 Q3	–	Sell	-1,784	Closed	-$205K	–	77
2024 Q2	$205K	Buy	+1,784	New	+$208K	0.12%	73

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

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

Norges Bank Oslo, Norway $935B AUM

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

Saranac Partners's XOM Position: Q2 2025 in Review

Saranac Partners sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 1,784 shares — an estimated $212K sold.

Saranac Partners first reported a position in XOM in Q2 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2025. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Saranac Partners reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Saranac Partners sold 1,784 ExxonMobil shares in Q2 2025, an estimated $212K.
Saranac Partners first reported a position in ExxonMobil in Q2 2024 and held it in 2 quarters.
Saranac Partners's ExxonMobil position peaked at $212K in Q1 2025.
4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Saranac Partners's 13F filing for Q2 2025, filed 15 Dec 2025.