Werlinich Asset Management’s ExxonMobil XOM Stock Holding History

Werlinich Asset 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 Q3	–	Sell	-2,737	Closed	-$295K	–	63
2025 Q2	$295K	Sell	2,737 -140	-5%	-$15K	0.16%	58
2025 Q1	$342K	Buy	2,877 +140	+5%	+$15.5K	0.22%	56
2024 Q4	$289K	Buy	2,737 +110	+4%	+$12.9K	0.17%	58
2024 Q3	$308K	Hold	2,627	–	–	0.18%	58
2024 Q2	$302K	Hold	2,627	–	–	0.19%	56
2024 Q1	$302K	Buy	2,627 +460	+21%	+$48.1K	0.2%	56
2023 Q4	$220K	Buy	+2,167	New	+$228K	0.17%	56

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Werlinich Asset Management's XOM Position: Q3 2025 in Review

Werlinich Asset Management sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 2,737 shares — an estimated $295K sold.

Werlinich Asset Management first reported a position in XOM in Q4 2023 and held it in 7 quarters. The position peaked at $342K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Werlinich Asset Management reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
Werlinich Asset Management sold 2,737 ExxonMobil shares in Q3 2025, an estimated $295K.
Werlinich Asset Management first reported a position in ExxonMobil in Q4 2023 and held it in 7 quarters.
Werlinich Asset Management's ExxonMobil position peaked at $342K in Q1 2025.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Werlinich Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.