Bison Wealth’s ExxonMobil XOM Stock Holding History

Bison Wealth’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
2021 Q4	–	Sell	-200	Closed	-$12K	–	493
2021 Q3	$12K	Buy	+200	New	+$11.4K	0.01%	412

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

Bison Wealth's XOM Position: Q4 2024 in Review

Bison Wealth reduced its ExxonMobil (XOM) stake by 27% in Q4 2024, selling an estimated $972K and leaving 22,806 shares worth $2.45M. The position accounts for 0.54% of the portfolio, ranked #43.

Bison Wealth first reported a position in XOM in Q4 2014 and has held it in 41 quarters since. The position peaked at $4.63M in Q2 2024. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Bison Wealth held 22,806 shares of ExxonMobil worth $2.45M as of Q4 2024.
Bison Wealth sold 8,312 ExxonMobil shares in Q4 2024, an estimated $972K.
ExxonMobil made up 0.54% of Bison Wealth's portfolio in Q4 2024, its #43 holding.
Bison Wealth first reported a position in ExxonMobil in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's ExxonMobil position peaked at $4.63M in Q2 2024.
4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.