Virtus Investment Advisers’s ExxonMobil XOM Stock Holding History

Virtus Investment 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
2025 Q2	–	Sell	-13,151	Closed	-$1.56M	–	502
2025 Q1	$1.56M	Buy	13,151 +11,751	+839%	+$1.3M	0.43%	24
2024 Q4	$151K	Buy	+1,400	New	+$164K	0.12%	222
2018 Q1	–	Sell	-35,809	Closed	-$3M	–	444
2017 Q4	$3M	Buy	+35,809	New	+$2.96M	0.33%	102
2017 Q1	–	Sell	-131,088	Closed	-$11.8M	–	507
2016 Q4	$11.8M	Buy	131,088 +90,023	+219%	+$7.87M	0.91%	19
2016 Q3	$3.58M	Buy	+41,065	New	+$3.64M	0.23%	151

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

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

Norges Bank Oslo, Norway $935B AUM

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

Virtus Investment Advisers's XOM Position: Q2 2025 in Review

Virtus Investment Advisers sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 13,151 shares — an estimated $1.56M sold.

Virtus Investment Advisers first reported a position in XOM in Q3 2016 and held it in 5 quarters. The position peaked at $11.8M in Q4 2016. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

Virtus Investment Advisers reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
Virtus Investment Advisers sold 13,151 ExxonMobil shares in Q2 2025, an estimated $1.56M.
Virtus Investment Advisers first reported a position in ExxonMobil in Q3 2016 and held it in 5 quarters.
Virtus Investment Advisers's ExxonMobil position peaked at $11.8M in Q4 2016.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.