AWA
XOM icon

Artemis Wealth Advisors’s ExxonMobil XOM Stock Holding History

Artemis Wealth 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
2023
Q4 		– Sell
-381
Closed -$44.9K – 71
2023
Q3 		$44.9K Buy
381
+57
+18% +$6.25K 0.01% 37
2023
Q2 		$34.7K Sell
324
-3
-0.9% -$327 0.01% 50
2023
Q1 		$35.8K Buy
+327
New +$36.2K 0.01% 38

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artemis Wealth Advisors's XOM Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 381 shares — an estimated $44.9K sold.

Artemis Wealth Advisors first reported a position in XOM in Q1 2023 and held it in 3 quarters. The position peaked at $44.9K in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 381 ExxonMobil shares in Q4 2023, an estimated $44.9K.
  • Artemis Wealth Advisors first reported a position in ExxonMobil in Q1 2023 and held it in 3 quarters.
  • Artemis Wealth Advisors's ExxonMobil position peaked at $44.9K in Q3 2023.
  • 3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.