Atlas Private Wealth Management’s ExxonMobil XOM Stock Holding History

Atlas Private 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 Q1	$1.63M	Sell	14,044 -124	-0.9%	-$13K	0.69%	50
2023 Q4	$1.42M	Buy	14,168 +3	+0%	+$315	0.67%	52
2023 Q3	$1.67M	Sell	14,165 -302	-2%	-$33.1K	0.89%	34
2023 Q2	$1.55M	Buy	14,467 +3,057	+27%	+$334K	0.82%	43
2023 Q1	$1.25M	Buy	11,410 +2	+0%	+$221	0.75%	44
2022 Q4	$1.26M	Buy	11,408 +68	+0.6%	+$7.29K	0.58%	36
2022 Q3	$990K	Buy	11,340 +2	+0%	+$183	0.72%	45
2022 Q2	$971K	Buy	11,338 +2,275	+25%	+$205K	0.66%	48
2022 Q1	$749K	Sell	9,063 -999	-10%	-$77.7K	0.44%	76
2021 Q4	$616K	Buy	10,062 +5,080	+102%	+$317K	0.34%	83
2021 Q3	$293K	Sell	4,982 -403	-7%	-$23K	0.18%	104
2021 Q2	$340K	Buy	5,385 +615	+13%	+$36.7K	0.21%	101
2021 Q1	$266K	Sell	4,770 -4,099	-46%	-$215K	0.17%	109
2020 Q4	$366K	Sell	8,869 -2,106	-19%	-$79K	0.26%	83
2020 Q3	$377K	Sell	10,975 -5,504	-33%	-$225K	0.3%	79
2020 Q2	$737K	Sell	16,479 -18	-0.1%	-$807	0.59%	49
2020 Q1	$626K	Sell	16,497 -516	-3%	-$28.5K	0.58%	49
2019 Q4	$1.19M	Buy	+17,013	New	+$1.18M	0.91%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Private Wealth Management's XOM Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its ExxonMobil (XOM) stake by 0.88% in Q1 2024, selling an estimated $13K and leaving 14,044 shares worth $1.63M. The position accounts for 0.69% of the portfolio, ranked #50.

Atlas Private Wealth Management first reported a position in XOM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.67M in Q3 2023. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Atlas Private Wealth Management held 14,044 shares of ExxonMobil worth $1.63M as of Q1 2024.
Atlas Private Wealth Management sold 124 ExxonMobil shares in Q1 2024, an estimated $13K.
ExxonMobil made up 0.69% of Atlas Private Wealth Management's portfolio in Q1 2024, its #50 holding.
Atlas Private Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 18 quarters since.
Atlas Private Wealth Management's ExxonMobil position peaked at $1.67M in Q3 2023.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.