Sulzberger Capital Advisors’s ExxonMobil XOM Stock Holding History

Sulzberger Capital Advisors’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	–	Sell	-2,526	Closed	-$285K	–	56
2025 Q3	$285K	Sell	2,526 -400	-14%	-$44.5K	0.32%	42
2025 Q2	$315K	Sell	2,926 -10	-0.3%	-$1.07K	0.37%	37
2025 Q1	$349K	Sell	2,936 -4,068	-58%	-$450K	0.46%	34
2024 Q4	$753K	Buy	+7,004	New	+$819K	0.85%	26

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sulzberger Capital Advisors's XOM Position: Q4 2025 in Review

Sulzberger Capital Advisors sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 2,526 shares — an estimated $285K sold.

Sulzberger Capital Advisors first reported a position in XOM in Q4 2024 and held it in 4 quarters. The position peaked at $753K in Q4 2024. 4,543 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Sulzberger Capital Advisors reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Sulzberger Capital Advisors sold 2,526 ExxonMobil shares in Q4 2025, an estimated $285K.
Sulzberger Capital Advisors first reported a position in ExxonMobil in Q4 2024 and held it in 4 quarters.
Sulzberger Capital Advisors's ExxonMobil position peaked at $753K in Q4 2024.
4,543 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.