Shorepoint Capital Partners’s ExxonMobil XOM Stock Holding History

Shorepoint Capital 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 Q3	$490K	Buy	+4,348	New	+$483K	0.1%	84
2025 Q1	$689K	Buy	5,793 +191	+3%	+$21.1K	0.16%	82
2024 Q4	$603K	Buy	5,602 +30	+0.5%	+$3.51K	0.14%	85
2024 Q3	$653K	Buy	5,572 +40	+0.7%	+$4.62K	0.15%	82
2024 Q2	$637K	Buy	5,532 +323	+6%	+$37.6K	0.15%	81
2024 Q1	$605K	Hold	5,209	–	–	0.15%	81
2023 Q4	$521K	Hold	5,209	–	–	0.14%	84
2023 Q3	$612K	Hold	5,209	–	–	0.18%	84
2023 Q2	$559K	Buy	5,209 +1,056	+25%	+$115K	0.16%	90
2023 Q1	$455K	Sell	4,153 -7,768	-65%	-$859K	0.13%	95
2022 Q4	$1.31M	Buy	+11,921	New	+$1.28M	0.37%	78

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

Shorepoint Capital Partners's XOM Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in ExxonMobil (XOM) in Q3 2025: 4,348 shares worth $490K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in XOM as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in XOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2022. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Shorepoint Capital Partners held 4,348 shares of ExxonMobil worth $490K as of Q3 2025.
ExxonMobil was a new Shorepoint Capital Partners position in Q3 2025.
ExxonMobil made up 0.1% of Shorepoint Capital Partners's portfolio in Q3 2025, its #84 holding.
Shorepoint Capital Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 11 quarters since.
Shorepoint Capital Partners's ExxonMobil position peaked at $1.31M in Q4 2022.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.