AFS Financial Group’s ExxonMobil XOM Stock Holding History

AFS Financial Group’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 Q1	–	Sell	-5,146	Closed	-$515K	–	57
2023 Q4	$515K	Sell	5,146 -11,191	-69%	-$1.18M	0.48%	33
2023 Q3	$1.92M	Sell	16,337 -281	-2%	-$30.8K	1.31%	12
2023 Q2	$1.78M	Buy	16,618 +5,271	+46%	+$575K	1.16%	16
2023 Q1	$1.24M	Hold	11,347	–	–	0.83%	36
2022 Q4	$1.25M	Buy	+11,347	New	+$1.22M	0.89%	31

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

AFS Financial Group's XOM Position: Q1 2024 in Review

AFS Financial Group sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 5,146 shares — an estimated $515K sold.

AFS Financial Group first reported a position in XOM in Q4 2022 and held it in 5 quarters. The position peaked at $1.92M in Q3 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

AFS Financial Group reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
AFS Financial Group sold 5,146 ExxonMobil shares in Q1 2024, an estimated $515K.
AFS Financial Group first reported a position in ExxonMobil in Q4 2022 and held it in 5 quarters.
AFS Financial Group's ExxonMobil position peaked at $1.92M in Q3 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.