American Planning Services’s ExxonMobil XOM Stock Holding History

American Planning Services’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	$1.86M	Buy	15,845 +1,553	+11%	+$179K	1.47%	17
2024 Q2	$1.65M	Buy	14,292 +11,079	+345%	+$1.29M	1.16%	19
2024 Q1	$374K	Sell	3,213 -144	-4%	-$15.1K	0.27%	32
2023 Q4	$336K	Buy	3,357 +208	+7%	+$21.9K	0.26%	30
2023 Q3	$370K	Sell	3,149 -265	-8%	-$29.1K	0.25%	21
2023 Q2	$366K	Buy	3,414 +6	+0.2%	+$655	0.24%	22
2023 Q1	$374K	Buy	3,408 +416	+14%	+$46K	0.25%	20
2022 Q4	$330K	Buy	2,992 +2,990	+149,500%	+$320K	0.33%	18
2022 Q3	$261	Sell	2 -2,976	-100%	-$272K	0.32%	23
2022 Q2	$255K	Buy	2,978 +5	+0.2%	+$451	0.28%	26
2022 Q1	$246K	Buy	+2,973	New	+$231K	0.26%	27

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Planning Services's XOM Position: Q3 2024 in Review

American Planning Services increased its ExxonMobil (XOM) stake by 11% in Q3 2024, buying an estimated $179K and bringing the position to 15,845 shares worth $1.86M. The position accounts for 1.47% of the portfolio, ranked #17.

American Planning Services first reported a position in XOM in Q1 2022 and has held it in 11 quarters since. 3,932 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

American Planning Services held 15,845 shares of ExxonMobil worth $1.86M as of Q3 2024.
American Planning Services bought 1,553 ExxonMobil shares in Q3 2024, an estimated $179K.
ExxonMobil made up 1.47% of American Planning Services's portfolio in Q3 2024, its #17 holding.
American Planning Services first reported a position in ExxonMobil in Q1 2022 and has held it in 11 quarters since.
3,932 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.