Avitas Wealth Management’s ExxonMobil XOM Stock Holding History

Avitas 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 Q4	$5.98M	Buy	55,615 +203	+0.4%	+$23.7K	0.83%	28
2024 Q3	$6.5M	Buy	55,412 +780	+1%	+$90.1K	0.91%	25
2024 Q2	$6.29M	Buy	54,632 +176	+0.3%	+$20.5K	0.92%	24
2024 Q1	$6.33M	Buy	54,456 +689	+1%	+$72.1K	0.96%	24
2023 Q4	$5.38M	Buy	53,767 +1,785	+3%	+$188K	0.9%	26
2023 Q3	$6.11M	Sell	51,982 -151	-0.3%	-$16.6K	1.16%	19
2023 Q2	$5.59M	Buy	52,133 +476	+0.9%	+$51.9K	1.01%	22
2023 Q1	$5.66M	Sell	51,657 -363	-0.7%	-$40.2K	1.11%	20
2022 Q4	$5.74M	Sell	52,020 -318	-0.6%	-$34.1K	1.21%	20
2022 Q3	$4.57M	Buy	+52,338	New	+$4.78M	1.05%	24
2018 Q4	–	Sell	-20,364	Closed	-$1.73M	–	186
2018 Q3	$1.73M	Buy	20,364 +886	+5%	+$72.4K	0.49%	91
2018 Q2	$1.61M	Buy	+19,478	New	+$1.55M	0.5%	91

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

Avitas Wealth Management's XOM Position: Q4 2024 in Review

Avitas Wealth Management increased its ExxonMobil (XOM) stake by 0.37% in Q4 2024, buying an estimated $23.7K and bringing the position to 55,615 shares worth $5.98M. The position accounts for 0.83% of the portfolio, ranked #28.

Avitas Wealth Management first reported a position in XOM in Q2 2018 and has held it in 12 quarters since. The position peaked at $6.5M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Avitas Wealth Management held 55,615 shares of ExxonMobil worth $5.98M as of Q4 2024.
Avitas Wealth Management bought 203 ExxonMobil shares in Q4 2024, an estimated $23.7K.
ExxonMobil made up 0.83% of Avitas Wealth Management's portfolio in Q4 2024, its #28 holding.
Avitas Wealth Management first reported a position in ExxonMobil in Q2 2018 and has held it in 12 quarters since.
Avitas Wealth Management's ExxonMobil position peaked at $6.5M in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.