AlphaQ Advisors’s ExxonMobil XOM Stock Holding History

AlphaQ 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	-2,523	Closed	-$293K	–	159
2024 Q1	$293K	Sell	2,523 -262	-9%	-$27.4K	0.18%	124
2023 Q4	$278K	Sell	2,785 -1,090	-28%	-$115K	0.19%	123
2023 Q3	$456K	Sell	3,875 -743	-16%	-$81.5K	0.4%	68
2023 Q2	$495K	Buy	4,618 +1,382	+43%	+$151K	0.36%	72
2023 Q1	$355K	Sell	3,236 -756	-19%	-$83.6K	0.3%	96
2022 Q4	$440K	Buy	+3,992	New	+$428K	0.38%	76

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

AlphaQ Advisors's XOM Position: Q2 2024 in Review

AlphaQ Advisors sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 2,523 shares — an estimated $293K sold.

AlphaQ Advisors first reported a position in XOM in Q4 2022 and held it in 6 quarters. The position peaked at $495K in Q2 2023. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

AlphaQ Advisors reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 2,523 ExxonMobil shares in Q2 2024, an estimated $293K.
AlphaQ Advisors first reported a position in ExxonMobil in Q4 2022 and held it in 6 quarters.
AlphaQ Advisors's ExxonMobil position peaked at $495K in Q2 2023.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.