Towercrest Capital Management’s ExxonMobil XOM Stock Holding History

Towercrest Capital 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	-4,008	Closed	-$431K	–	104
2024 Q4	$431K	Sell	4,008 -47	-1%	-$5.5K	0.07%	74
2024 Q3	$475K	Sell	4,055 -67	-2%	-$7.74K	0.08%	73
2024 Q2	$475K	Buy	4,122 +954	+30%	+$111K	0.08%	75
2024 Q1	$368K	Sell	3,168 -340	-10%	-$35.6K	0.06%	83
2023 Q4	$351K	Buy	3,508 +23	+0.7%	+$2.42K	0.06%	82
2023 Q3	$410K	Buy	3,485 +8	+0.2%	+$877	0.08%	71
2023 Q2	$373K	Buy	+3,477	New	+$379K	0.07%	79
2019 Q3	–	Sell	-2,623	Closed	-$201K	–	75
2019 Q2	$201K	Hold	2,623	–	–	0.06%	74
2019 Q1	$211K	Buy	+2,623	New	+$200K	0.06%	66
2018 Q4	–	Sell	-2,952	Closed	-$250K	–	74
2018 Q3	$250K	Buy	+2,952	New	+$241K	0.07%	68

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

Norges Bank Oslo, Norway $935B AUM

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

Towercrest Capital Management's XOM Position: Q1 2025 in Review

Towercrest Capital Management sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 4,008 shares — an estimated $431K sold.

Towercrest Capital Management first reported a position in XOM in Q3 2018 and held it in 10 quarters. The position peaked at $475K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Towercrest Capital Management reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Towercrest Capital Management sold 4,008 ExxonMobil shares in Q1 2025, an estimated $431K.
Towercrest Capital Management first reported a position in ExxonMobil in Q3 2018 and held it in 10 quarters.
Towercrest Capital Management's ExxonMobil position peaked at $475K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.