AJ Advisors’s ExxonMobil XOM Stock Holding History

AJ Advisors’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 Q2	–	Sell	-3,876	Closed	-$451K	–	47
2024 Q1	$451K	Buy	3,876 +33	+0.9%	+$3.45K	0.25%	28
2023 Q4	$384K	Buy	3,843 +28	+0.7%	+$2.94K	0.24%	27
2023 Q3	$449K	Hold	3,815	–	–	0.34%	22
2023 Q2	$409K	Buy	3,815 +928	+32%	+$101K	0.28%	24
2023 Q1	$317K	Buy	2,887 +153	+6%	+$16.9K	0.23%	24
2022 Q4	$302K	Buy	+2,734	New	+$293K	0.24%	25

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

Norges Bank Oslo, Norway $935B AUM

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

AJ Advisors's XOM Position: Q2 2024 in Review

AJ Advisors sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 3,876 shares — an estimated $451K sold.

AJ Advisors first reported a position in XOM in Q4 2022 and held it in 6 quarters. The position peaked at $451K in Q1 2024. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

AJ Advisors reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
AJ Advisors sold 3,876 ExxonMobil shares in Q2 2024, an estimated $451K.
AJ Advisors first reported a position in ExxonMobil in Q4 2022 and held it in 6 quarters.
AJ Advisors's ExxonMobil position peaked at $451K in Q1 2024.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on AJ Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.