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Sterling Investment Management’s ExxonMobil XOM Stock Holding History

Sterling Investment Management’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
Q1 		– Sell
-7,835
Closed -$843K – 59
2024
Q4 		$843K Sell
7,835
-13,853
-64% -$1.62M 0.66% 43
2024
Q3 		$2.54M Sell
21,688
-1,451
-6% -$168K 1.93% 20
2024
Q2 		$2.66M Buy
+23,139
New +$2.69M 2.02% 15
2018
Q1 		– Sell
-12,988
Closed -$1.09M – 59
2017
Q4 		$1.09M Sell
12,988
-390
-3% -$32.3K 1.16% 30
2017
Q3 		$1.1M Sell
13,378
-521
-4% -$41.4K 1.49% 25
2017
Q2 		$1.12M Sell
13,899
-109
-0.8% -$8.92K 1.48% 28
2017
Q1 		$1.15M Buy
14,008
+660
+5% +$55.1K 1.61% 26
2016
Q4 		$1.21M Sell
13,348
-371
-3% -$32.4K 1.72% 28
2016
Q3 		$1.2M Sell
13,719
-4,559
-25% -$404K 1.75% 27
2016
Q2 		$1.71M Sell
18,278
-657
-3% -$58.1K 2.34% 16
2016
Q1 		$1.58M Buy
18,935
+14,774
+355% +$1.18M 2.15% 20
2015
Q4 		$324K Buy
4,161
+68
+2% +$5.44K 0.28% 54
2015
Q3 		$304K Hold
4,093
– – 0.24% 60
2015
Q2 		$341K Sell
4,093
-35
-0.8% -$3.01K 0.26% 57
2015
Q1 		$351K Hold
4,128
– – 0.25% 57
2014
Q4 		$382K Sell
4,128
-620
-13% -$57.8K 0.26% 55
2014
Q3 		$447K Buy
4,748
+435
+10% +$43.3K 0.31% 58
2014
Q2 		$434K Buy
4,313
+327
+8% +$33K 0.31% 55
2014
Q1 		$389K Buy
3,986
+500
+14% +$47.7K 0.29% 51
2013
Q4 		$353K Buy
3,486
+20
+0.6% +$1.85K 0.25% 50
2013
Q3 		$298K Buy
3,466
+171
+5% +$15.4K 0.21% 48
2013
Q2 		$298K Buy
+3,295
New +$296K 0.21% 47

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Investment Management's XOM Position: Q1 2025 in Review

Sterling Investment Management sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 7,835 shares — an estimated $843K sold.

Sterling Investment Management first reported a position in XOM in Q2 2013 and held it in 22 quarters. The position peaked at $2.66M in Q2 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

  • Sterling Investment Management reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
  • Sterling Investment Management sold 7,835 ExxonMobil shares in Q1 2025, an estimated $843K.
  • Sterling Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 22 quarters.
  • Sterling Investment Management's ExxonMobil position peaked at $2.66M in Q2 2024.
  • 4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Sterling Investment Management's 13F filing for Q1 2025, filed 15 Apr 2025.