APWM
XOM icon

Anchor Pointe Wealth Management’s ExxonMobil XOM Stock Holding History

Anchor Pointe 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
Q4 		$208K Buy
+1,971
New +$231K 0.27% 83

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Anchor Pointe Wealth Management's XOM Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in ExxonMobil (XOM) in Q4 2024: 1,971 shares worth $208K. The stake represents 0.27% of the portfolio and ranks #83 among its holdings.

4,274 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Anchor Pointe Wealth Management held 1,971 shares of ExxonMobil worth $208K as of Q4 2024.
  • ExxonMobil was a new Anchor Pointe Wealth Management position in Q4 2024.
  • ExxonMobil made up 0.27% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #83 holding.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.