Stephens Consulting’s ExxonMobil XOM Stock Holding History

Stephens Consulting’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	$381K	Buy	3,164 +401	+15%	+$46.5K	0.12%	45
2025 Q3	$312K	Sell	2,763 -162	-6%	-$18K	0.11%	50
2025 Q2	$315K	Buy	2,925 +97	+3%	+$10.4K	0.07%	82
2025 Q1	$336K	Sell	2,828 -63	-2%	-$6.97K	0.08%	74
2024 Q4	$311K	Buy	2,891 +107	+4%	+$12.5K	0.08%	81
2024 Q3	$326K	Buy	2,784 +21	+0.8%	+$2.42K	0.08%	76
2024 Q2	$318K	Hold	2,763	–	–	0.09%	70
2024 Q1	$321K	Sell	2,763 -296	-10%	-$31K	0.1%	66
2023 Q4	$306K	Hold	3,059	–	–	0.1%	64
2023 Q3	$360K	Hold	3,059	–	–	0.15%	54
2023 Q2	$328K	Sell	3,059 -1,026	-25%	-$112K	0.13%	57
2023 Q1	$448K	Hold	4,085	–	–	0.27%	45
2022 Q4	$451K	Hold	4,085	–	–	0.3%	45
2022 Q3	$357K	Buy	4,085 +42	+1%	+$3.83K	0.32%	44
2022 Q2	$346K	Hold	4,043	–	–	0.28%	43
2022 Q1	$334K	Buy	4,043 +1,252	+45%	+$97.3K	0.27%	54
2021 Q4	$171K	Buy	+2,791	New	+$174K	0.14%	108

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stephens Consulting's XOM Position: Q4 2025 in Review

Stephens Consulting increased its ExxonMobil (XOM) stake by 15% in Q4 2025, buying an estimated $46.5K and bringing the position to 3,164 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #45.

Stephens Consulting first reported a position in XOM in Q4 2021 and has held it in 17 quarters since. The position peaked at $451K in Q4 2022. 4,559 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Stephens Consulting held 3,164 shares of ExxonMobil worth $381K as of Q4 2025.
Stephens Consulting bought 401 ExxonMobil shares in Q4 2025, an estimated $46.5K.
ExxonMobil made up 0.12% of Stephens Consulting's portfolio in Q4 2025, its #45 holding.
Stephens Consulting first reported a position in ExxonMobil in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's ExxonMobil position peaked at $451K in Q4 2022.
4,559 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.