Sterling Financial Group’s ExxonMobil XOM Stock Holding History

Sterling Financial 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 Q3	$426K	Buy	3,781 +37	+1%	+$4.11K	0.14%	57
2025 Q2	$404K	Buy	3,744 +104	+3%	+$11.1K	0.14%	55
2025 Q1	$433K	Buy	3,640 +201	+6%	+$22.2K	0.16%	47
2024 Q4	$370K	Buy	3,439 +110	+3%	+$12.9K	0.14%	54
2024 Q3	$390K	Hold	3,329	–	–	0.17%	45
2024 Q2	$383K	Buy	3,329 +50	+2%	+$5.82K	0.17%	45
2024 Q1	$381K	Buy	3,279 +110	+3%	+$11.5K	0.18%	46
2023 Q4	$317K	Hold	3,169	–	–	0.19%	45
2023 Q3	$373K	Sell	3,169 -18	-0.6%	-$1.97K	0.23%	39
2023 Q2	$342K	Buy	3,187 +167	+6%	+$18.2K	0.23%	40
2023 Q1	$333K	Hold	3,020	–	–	0.26%	35
2022 Q4	$333K	Buy	+3,020	New	+$324K	0.26%	35

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

Sterling Financial Group's XOM Position: Q3 2025 in Review

Sterling Financial Group increased its ExxonMobil (XOM) stake by 0.99% in Q3 2025, buying an estimated $4.11K and bringing the position to 3,781 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #57.

Sterling Financial Group first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. The position peaked at $433K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Sterling Financial Group held 3,781 shares of ExxonMobil worth $426K as of Q3 2025.
Sterling Financial Group bought 37 ExxonMobil shares in Q3 2025, an estimated $4.11K.
ExxonMobil made up 0.14% of Sterling Financial Group's portfolio in Q3 2025, its #57 holding.
Sterling Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's ExxonMobil position peaked at $433K in Q1 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.