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Avanda Investment Management’s ExxonMobil XOM Stock Holding History

Avanda Investment 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 		– Sell
-20,645
Closed -$2.42M – 48
2024
Q3 		$2.42M Sell
20,645
-20,632
-50% -$2.38M 0.47% 36
2024
Q2 		$4.75M Sell
41,277
-18,923
-31% -$2.2M 0.72% 35
2024
Q1 		$7M Buy
+60,200
New +$6.3M 0.94% 32

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avanda Investment Management's XOM Position: Q4 2024 in Review

Avanda Investment Management sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 20,645 shares — an estimated $2.42M sold.

Avanda Investment Management first reported a position in XOM in Q1 2024 and held it in 3 quarters. The position peaked at $7M in Q1 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Avanda Investment Management reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
  • Avanda Investment Management sold 20,645 ExxonMobil shares in Q4 2024, an estimated $2.42M.
  • Avanda Investment Management first reported a position in ExxonMobil in Q1 2024 and held it in 3 quarters.
  • Avanda Investment Management's ExxonMobil position peaked at $7M in Q1 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Avanda Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.