Aspire Wealth Management’s ExxonMobil XOM Stock Holding History

Aspire 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 Q3	$1.35M	Buy	11,548 +77	+0.7%	+$8.89K	0.73%	28
2024 Q2	$1.32M	Buy	11,471 +315	+3%	+$36.7K	0.76%	31
2024 Q1	$1.3M	Buy	11,156 +639	+6%	+$66.9K	0.78%	27
2023 Q4	$1.05M	Hold	10,517	–	–	0.71%	31
2023 Q3	$1.24M	Hold	10,517	–	–	0.94%	23
2023 Q2	$1.13M	Buy	10,517 +1	+0%	+$109	0.85%	26
2023 Q1	$1.15M	Buy	10,516 +527	+5%	+$58.3K	0.94%	26
2022 Q4	$1.1M	Sell	9,989 -6	-0.1%	-$643	0.96%	22
2022 Q3	$873K	Hold	9,995	–	–	0.82%	30
2022 Q2	$856K	Buy	9,995 +2	+0%	+$180	0.79%	29
2022 Q1	$825K	Buy	9,993 +1	+0%	+$78	0.65%	36
2021 Q4	$611K	Buy	+9,992	New	+$624K	0.5%	43

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

Aspire Wealth Management's XOM Position: Q3 2024 in Review

Aspire Wealth Management increased its ExxonMobil (XOM) stake by 0.67% in Q3 2024, buying an estimated $8.89K and bringing the position to 11,548 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #28.

Aspire Wealth Management first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Aspire Wealth Management held 11,548 shares of ExxonMobil worth $1.35M as of Q3 2024.
Aspire Wealth Management bought 77 ExxonMobil shares in Q3 2024, an estimated $8.89K.
ExxonMobil made up 0.73% of Aspire Wealth Management's portfolio in Q3 2024, its #28 holding.
Aspire Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.