9WM
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9258 Wealth Management’s ExxonMobil XOM Stock Holding History

9258 Wealth 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
2024
Q3 		$4.37M Sell
37,319
-1,529
-4% -$177K 0.65% 30
2024
Q2 		$4.47M Buy
38,848
+11,306
+41% +$1.32M 0.69% 31
2024
Q1 		$3.2M Sell
27,542
-32
-0.1% -$3.35K 0.5% 42
2023
Q4 		$2.76M Sell
27,574
-72
-0.3% -$7.57K 0.48% 43
2023
Q3 		$3.25M Sell
27,646
-842
-3% -$92.4K 0.63% 33
2023
Q2 		$3.06M Buy
28,488
+192
+0.7% +$20.9K 0.58% 37
2023
Q1 		$3.1M Buy
28,296
+81
+0.3% +$8.96K 0.63% 34
2022
Q4 		$3.11M Sell
28,215
-865
-3% -$92.7K 0.67% 31
2022
Q3 		$2.54M Buy
29,080
+788
+3% +$71.9K 0.65% 34
2022
Q2 		$2.42M Buy
28,292
+514
+2% +$46.4K 0.62% 35
2022
Q1 		$2.29M Buy
27,778
+199
+0.7% +$15.5K 0.53% 38
2021
Q4 		$1.69M Sell
27,579
-903
-3% -$56.4K 0.39% 49
2021
Q3 		$1.68M Buy
28,482
+45
+0.2% +$2.56K 0.45% 39
2021
Q2 		$1.79M Buy
28,437
+1,037
+4% +$61.9K 0.48% 37
2021
Q1 		$1.53M Buy
27,400
+450
+2% +$23.6K 0.46% 41
2020
Q4 		$1.11M Sell
26,950
-6,200
-19% -$232K 0.36% 59
2020
Q3 		$1.08M Sell
33,150
-1,873
-5% -$76.6K 0.41% 50
2020
Q2 		$1.57M Sell
35,023
-95
-0.3% -$4.26K 0.63% 28
2020
Q1 		$1.54M Buy
35,118
+1,704
+5% +$94.1K 0.68% 27
2019
Q4 		$2.33M Buy
33,414
+18,730
+128% +$1.3M 0.85% 20
2019
Q3 		$1.04M Buy
14,684
+168
+1% +$12.1K 0.81% 34
2019
Q2 		$1.11M Sell
14,516
-1,028
-7% -$79.6K 0.9% 31
2019
Q1 		$1.26M Buy
15,544
+528
+4% +$40.3K 1.07% 28
2018
Q4 		$1.02M Buy
+15,016
New +$1.18M 0.99% 28

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's XOM Position: Q3 2024 in Review

9258 Wealth Management reduced its ExxonMobil (XOM) stake by 3.9% in Q3 2024, selling an estimated $177K and leaving 37,319 shares worth $4.37M. The position accounts for 0.65% of the portfolio, ranked #30.

9258 Wealth Management first reported a position in XOM in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.47M in Q2 2024. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • 9258 Wealth Management held 37,319 shares of ExxonMobil worth $4.37M as of Q3 2024.
  • 9258 Wealth Management sold 1,529 ExxonMobil shares in Q3 2024, an estimated $177K.
  • ExxonMobil made up 0.65% of 9258 Wealth Management's portfolio in Q3 2024, its #30 holding.
  • 9258 Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's ExxonMobil position peaked at $4.47M in Q2 2024.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.