Virtus ETF Advisers’s ExxonMobil XOM Stock Holding History

Virtus ETF Advisers’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
2024 Q4	–	Sell	-7,546	Closed	-$885K	–	505
2024 Q3	$885K	Buy	+7,546	New	+$871K	0.41%	107
2024 Q1	–	Sell	-5,338	Closed	-$534K	–	489
2023 Q4	$534K	Sell	5,338 -1,851	-26%	-$195K	0.34%	132
2023 Q3	$845K	Buy	7,189 +503	+8%	+$55.2K	0.51%	16
2023 Q2	$717K	Sell	6,686 -1,185	-15%	-$129K	0.43%	104
2023 Q1	$863K	Buy	7,871 +575	+8%	+$63.6K	0.47%	72
2022 Q4	$805K	Sell	7,296 -447	-6%	-$47.9K	0.42%	73
2022 Q3	$676K	Sell	7,743 -903	-10%	-$82.4K	0.27%	117
2022 Q2	$740K	Buy	+8,646	New	+$780K	0.27%	102
2020 Q3	–	Sell	-543	Closed	-$24K	–	436
2020 Q2	$24K	Buy	+543	New	+$24.4K	0.01%	367

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Virtus ETF Advisers's XOM Position: Q4 2024 in Review

Virtus ETF Advisers sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 7,546 shares — an estimated $885K sold.

Virtus ETF Advisers first reported a position in XOM in Q2 2020 and held it in 9 quarters. The position peaked at $885K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Virtus ETF Advisers reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Virtus ETF Advisers sold 7,546 ExxonMobil shares in Q4 2024, an estimated $885K.
Virtus ETF Advisers first reported a position in ExxonMobil in Q2 2020 and held it in 9 quarters.
Virtus ETF Advisers's ExxonMobil position peaked at $885K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Virtus ETF Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.