TFF
XOM icon

The Family Firm’s ExxonMobil XOM Stock Holding History

The Family Firm’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
Q2 		$1.16M Sell
10,746
-331
-3% -$35.4K 0.28% 69
2025
Q1 		$1.32M Buy
11,077
+8
+0.1% +$885 0.29% 70
2024
Q4 		$1.19M Sell
11,069
-438
-4% -$51.2K 0.26% 71
2024
Q3 		$1.35M Buy
11,507
+20
+0.2% +$2.31K 0.3% 67
2024
Q2 		$1.32M Buy
11,487
+1,375
+14% +$160K 0.29% 64
2024
Q1 		$1.18M Buy
10,112
+28
+0.3% +$2.93K 0.29% 67
2023
Q4 		$1.01M Buy
10,084
+30
+0.3% +$3.15K 0.26% 71
2023
Q3 		$1.18M Buy
10,054
+25
+0.2% +$2.74K 0.33% 61
2023
Q2 		$1.08M Buy
10,029
+26
+0.3% +$2.84K 0.28% 68
2023
Q1 		$1.1M Buy
10,003
+19
+0.2% +$2.1K 0.3% 62
2022
Q4 		$1.1M Buy
9,984
+574
+6% +$61.5K 0.32% 64
2022
Q3 		$822K Buy
9,410
+38
+0.4% +$3.47K 0.26% 73
2022
Q2 		$803K Buy
9,372
+5,389
+135% +$486K 0.24% 76
2022
Q1 		$329K Buy
3,983
+31
+0.8% +$2.41K 0.09% 134
2021
Q4 		$242K Buy
3,952
+42
+1% +$2.63K 0.06% 167
2021
Q3 		$250K Buy
3,910
+45
+1% +$2.56K 0.07% 157
2021
Q2 		$244K Sell
3,865
-40
-1% -$2.39K 0.07% 155
2021
Q1 		$218K Sell
3,905
-382
-9% -$20K 0.06% 162
2020
Q4 		$205K Buy
+4,287
New +$161K 0.06% 163
2020
Q2 		– Sell
-6,231
Closed -$237K – 143
2020
Q1 		$237K Sell
6,231
-1,072
-15% -$59.2K 0.1% 117
2019
Q4 		$510K Sell
7,303
-2,973
-29% -$206K 0.17% 84
2019
Q3 		$726K Sell
10,276
-1,338
-12% -$96.7K 0.26% 63
2019
Q2 		$890K Sell
11,614
-270
-2% -$20.9K 0.31% 62
2019
Q1 		$960K Buy
11,884
+15
+0.1% +$1.14K 0.35% 55
2018
Q4 		$809K Buy
11,869
+16
+0.1% +$1.25K 0.32% 55
2018
Q3 		$1.01M Buy
11,853
+869
+8% +$71K 0.37% 53
2018
Q2 		$909K Sell
10,984
-1,535
-12% -$122K 0.34% 52
2018
Q1 		$934K Sell
12,519
-3,029
-19% -$242K 0.36% 51
2017
Q4 		$1.3M Sell
15,548
-348
-2% -$28.8K 0.52% 39
2017
Q3 		$1.3M Sell
15,896
-960
-6% -$76.2K 0.54% 38
2017
Q2 		$1.36M Buy
16,856
+79
+0.5% +$6.46K 0.6% 34
2017
Q1 		$1.38M Sell
16,777
-693
-4% -$57.9K 0.66% 33
2016
Q4 		$1.58M Sell
17,470
-2,065
-11% -$180K 0.74% 29
2016
Q3 		$1.71M Buy
19,535
+185
+1% +$16.4K 0.81% 27
2016
Q2 		$1.81M Sell
19,350
-1,042
-5% -$92.1K 0.9% 25
2016
Q1 		$1.71M Sell
20,392
-294
-1% -$23.5K 0.87% 25
2015
Q4 		$1.61M Sell
20,686
-1,613
-7% -$129K 0.86% 25
2015
Q3 		$1.66M Buy
22,299
+82
+0.4% +$6.32K 0.9% 25
2015
Q2 		$1.85M Sell
22,217
-3
-0% -$258 0.95% 25
2015
Q1 		$1.89M Sell
22,220
-467
-2% -$41.4K 0.96% 24
2014
Q4 		$2.1M Buy
+22,687
New +$2.12M 1.09% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

The Family Firm's XOM Position: Q2 2025 in Review

The Family Firm reduced its ExxonMobil (XOM) stake by 3% in Q2 2025, selling an estimated $35.4K and leaving 10,746 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #69.

The Family Firm first reported a position in XOM in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.1M in Q4 2014. 4,204 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • The Family Firm held 10,746 shares of ExxonMobil worth $1.16M as of Q2 2025.
  • The Family Firm sold 331 ExxonMobil shares in Q2 2025, an estimated $35.4K.
  • ExxonMobil made up 0.28% of The Family Firm's portfolio in Q2 2025, its #69 holding.
  • The Family Firm first reported a position in ExxonMobil in Q4 2014 and has held it in 41 quarters since.
  • The Family Firm's ExxonMobil position peaked at $2.1M in Q4 2014.
  • 4,204 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.