Waverton Investment Management’s ExxonMobil XOM Stock Holding History

Waverton Investment 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 Q4	–	Sell	-16,063	Closed	-$1.81M	–	98
2025 Q3	$1.81M	Sell	16,063 -800	-5%	-$88.9K	0.02%	56
2025 Q2	$1.82M	Sell	16,863 -2,975	-15%	-$318K	0.03%	62
2025 Q1	$2.36M	Hold	19,838	–	–	0.04%	58
2024 Q4	$2.14M	Buy	19,838 +15	+0.1%	+$1.75K	0.03%	60
2024 Q3	$2.32M	Hold	19,823	–	–	0.04%	57
2024 Q2	$2.28M	Buy	19,823 +18	+0.1%	+$2.1K	0.04%	58
2024 Q1	$2.3M	Buy	19,805 +85	+0.4%	+$8.89K	0.05%	59
2023 Q4	$1.97M	Sell	19,720 -670	-3%	-$70.4K	0.05%	60
2023 Q3	$2.4M	Sell	20,390 -273	-1%	-$29.9K	0.07%	58
2023 Q2	$2.22M	Sell	20,663 -1,277	-6%	-$139K	0.06%	60
2023 Q1	$2.41M	Hold	21,940	–	–	0.07%	67
2022 Q4	$2.42M	Sell	21,940 -400	-2%	-$42.9K	0.09%	67
2022 Q3	$1.95M	Sell	22,340 -6,700	-23%	-$612K	0.08%	69
2022 Q2	$2.49M	Sell	29,040 -2,100	-7%	-$189K	0.1%	64
2022 Q1	$2.57M	Sell	31,140 -750	-2%	-$58.3K	0.09%	59
2021 Q4	$1.95M	Sell	31,890 -2,950	-8%	-$184K	0.06%	60
2021 Q3	$2.05M	Sell	34,840 -800	-2%	-$45.6K	0.08%	43
2021 Q2	$2.25M	Sell	35,640 -2,323	-6%	-$139K	0.09%	43
2021 Q1	$2.12M	Sell	37,963 -1,500	-4%	-$78.6K	0.09%	46
2020 Q4	$1.63M	Buy	39,463 +3,843	+11%	+$144K	0.08%	49
2020 Q3	$1.22M	Sell	35,620 -1,050	-3%	-$42.9K	0.06%	47
2020 Q2	$1.64M	Sell	36,670 -1,300	-3%	-$58.3K	0.09%	44
2020 Q1	$1.44M	Sell	37,970 -3,300	-8%	-$182K	0.09%	42
2019 Q4	$2.88M	Sell	41,270 -44,868	-52%	-$3.1M	0.15%	40
2019 Q3	$6.08M	Sell	86,138 -7,125	-8%	-$515K	0.31%	30
2019 Q2	$7.15M	Buy	93,263 +342	+0.4%	+$26.5K	0.36%	25
2019 Q1	$7.51M	Buy	92,921 +94	+0.1%	+$7.17K	0.39%	28
2018 Q4	$6.33M	Sell	92,827 -668	-0.7%	-$52.4K	0.38%	28
2018 Q3	$7.95M	Sell	93,495 -1,147	-1%	-$93.8K	0.39%	26
2018 Q2	$7.83M	Sell	94,642 -17,565	-16%	-$1.4M	0.46%	25
2018 Q1	$8.37M	Sell	112,207 -913	-0.8%	-$73K	0.49%	26
2017 Q4	$9.46M	Buy	113,120 +20,648	+22%	+$1.71M	0.55%	25
2017 Q3	$7.58M	Sell	92,472 -2,146	-2%	-$170K	0.47%	28
2017 Q2	$7.64M	Buy	94,618 +2,552	+3%	+$209K	0.5%	31
2017 Q1	$7.55M	Buy	92,066 +3,740	+4%	+$312K	0.48%	33
2016 Q4	$7.97M	Buy	88,326 +20,026	+29%	+$1.75M	0.52%	37
2016 Q3	$5.96M	Buy	68,300 +800	+1%	+$71K	0.4%	50
2016 Q2	$6.33M	Sell	67,500 -14,589	-18%	-$1.29M	0.47%	37
2016 Q1	$6.86M	Sell	82,089 -872	-1%	-$69.8K	0.52%	33
2015 Q4	$6.47M	Sell	82,961 -2,300	-3%	-$184K	0.49%	37
2015 Q3	$6.34M	Sell	85,261 -300	-0.4%	-$23.1K	0.51%	39
2015 Q2	$7.12M	Buy	85,561 +300	+0.4%	+$25.8K	0.53%	39
2015 Q1	$7.25M	Hold	85,261	–	–	0.52%	41
2014 Q4	$7.88M	Sell	85,261 -1,990	-2%	-$186K	0.54%	38
2014 Q3	$8.21M	Buy	87,251 +1,090	+1%	+$109K	0.56%	40
2014 Q2	$8.68M	Sell	86,161 -415,630	-83%	-$41.9M	0.57%	41
2014 Q1	$49M	Buy	501,791 +2,665	+0.5%	+$254K	2.33%	11
2013 Q4	$50.5M	Buy	499,126 +164,800	+49%	+$15.2M	2.58%	9
2013 Q3	$28.8M	Buy	334,326 +251,130	+302%	+$22.6M	1.69%	18
2013 Q2	$7.52M	Buy	+83,196	New	+$7.49M	0.66%	36

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waverton Investment Management's XOM Position: Q4 2025 in Review

Waverton Investment Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 16,063 shares — an estimated $1.81M sold.

Waverton Investment Management first reported a position in XOM in Q2 2013 and held it in 50 quarters. The position peaked at $50.5M in Q4 2013. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Waverton Investment Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 16,063 ExxonMobil shares in Q4 2025, an estimated $1.81M.
Waverton Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 50 quarters.
Waverton Investment Management's ExxonMobil position peaked at $50.5M in Q4 2013.
4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.