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Stonegate Investment Group’s ExxonMobil XOM Stock Holding History

Stonegate Investment 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 		$113M Sell
1,000,766
-39,272
-4% -$4.37M 2.62% 11
2025
Q2 		$112M Buy
1,040,038
+6,853
+0.7% +$733K 2.82% 10
2025
Q1 		$123M Buy
1,033,185
+9,382
+0.9% +$1.04M 3.28% 8
2024
Q4 		$110M Sell
1,023,803
-2,515
-0.2% -$294K 2.94% 9
2024
Q3 		$120M Buy
1,026,318
+20,763
+2% +$2.4M 3.17% 7
2024
Q2 		$116M Buy
1,005,555
+25,209
+3% +$2.94M 3.35% 8
2024
Q1 		$114M Buy
980,346
+14,584
+2% +$1.53M 3.57% 8
2023
Q4 		$96.6M Sell
965,762
-3,924
-0.4% -$412K 3.19% 8
2023
Q3 		$114M Buy
969,686
+1,446
+0.1% +$159K 4.14% 4
2023
Q2 		$104M Buy
968,240
+107
+0% +$11.7K 3.69% 4
2023
Q1 		$106M Buy
968,133
+7,225
+0.8% +$799K 3.98% 4
2022
Q4 		$106M Sell
960,908
-8,272
-0.9% -$886K 4.58% 4
2022
Q3 		$84.6M Buy
969,180
+7,447
+0.8% +$680K 3.88% 4
2022
Q2 		$82.4M Buy
961,733
+33,580
+4% +$3.03M 3.61% 5
2022
Q1 		$76.7M Buy
928,153
+22,110
+2% +$1.72M 2.52% 8
2021
Q4 		$55.4M Buy
+906,043
New +$56.6M 2.33% 12

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's XOM Position: Q3 2025 in Review

Stonegate Investment Group reduced its ExxonMobil (XOM) stake by 3.8% in Q3 2025, selling an estimated $4.37M and leaving 1,000,766 shares worth $113M. The position accounts for 2.62% of the portfolio, ranked #11.

Stonegate Investment Group first reported a position in XOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $123M in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Stonegate Investment Group held 1,000,766 shares of ExxonMobil worth $113M as of Q3 2025.
  • Stonegate Investment Group sold 39,272 ExxonMobil shares in Q3 2025, an estimated $4.37M.
  • ExxonMobil made up 2.62% of Stonegate Investment Group's portfolio in Q3 2025, its #11 holding.
  • Stonegate Investment Group first reported a position in ExxonMobil in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's ExxonMobil position peaked at $123M in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.