Annapolis Financial Services’s ExxonMobil XOM Stock Holding History

Annapolis Financial 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	$89.8K	Buy	766 +567	+285%	+$65.5K	0.03%	123
2024 Q2	$22.9K	Hold	199	–	–	0.01%	208
2024 Q1	$23.1K	Sell	199 -2,030	-91%	-$212K	0.01%	211
2023 Q4	$223K	Buy	2,229 +152	+7%	+$16K	0.06%	117
2023 Q3	$244K	Hold	2,077	–	–	0.07%	102
2023 Q2	$223K	Hold	2,077	–	–	0.06%	105
2023 Q1	$228K	Buy	2,077 +10	+0.5%	+$1.11K	0.07%	103
2022 Q4	$228K	Sell	2,067 -505	-20%	-$54.1K	0.07%	104
2022 Q3	$225K	Buy	2,572 +249	+11%	+$22.7K	0.08%	103
2022 Q2	$199K	Buy	2,323 +75	+3%	+$6.76K	0.07%	104
2022 Q1	$186K	Buy	2,248 +270	+14%	+$21K	0.06%	111
2021 Q4	$121K	Sell	1,978 -263	-12%	-$16.4K	0.04%	134
2021 Q3	$132K	Buy	2,241 +104	+5%	+$5.93K	0.04%	121
2021 Q2	$135K	Buy	2,137 +111	+5%	+$6.63K	0.05%	117
2021 Q1	$113K	Sell	2,026 -534	-21%	-$28K	0.04%	118
2020 Q4	$106K	Buy	+2,560	New	+$96K	0.04%	110

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

Annapolis Financial Services's XOM Position: Q3 2024 in Review

Annapolis Financial Services increased its ExxonMobil (XOM) stake by 285% in Q3 2024, buying an estimated $65.5K and bringing the position to 766 shares worth $89.8K. The position accounts for 0.03% of the portfolio, ranked #123.

Annapolis Financial Services first reported a position in XOM in Q4 2020 and has held it in 16 quarters since. The position peaked at $244K in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Annapolis Financial Services held 766 shares of ExxonMobil worth $89.8K as of Q3 2024.
Annapolis Financial Services bought 567 ExxonMobil shares in Q3 2024, an estimated $65.5K.
ExxonMobil made up 0.03% of Annapolis Financial Services's portfolio in Q3 2024, its #123 holding.
Annapolis Financial Services first reported a position in ExxonMobil in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's ExxonMobil position peaked at $244K in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.