Blodgett Wealth Advisors’s ExxonMobil XOM Stock Holding History

Blodgett Wealth Advisors’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	–	Sell	-3,150	Closed	-$315K	–	67
2023 Q4	$315K	Hold	3,150	–	–	0.32%	42
2023 Q3	$370K	Hold	3,150	–	–	0.41%	40
2023 Q2	$338K	Hold	3,150	–	–	0.35%	45
2023 Q1	$345K	Hold	3,150	–	–	0.4%	43
2022 Q4	$347K	Hold	3,150	–	–	0.42%	43
2022 Q3	$275K	Buy	+3,150	New	+$288K	0.33%	49

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

Blodgett Wealth Advisors's XOM Position: Q1 2024 in Review

Blodgett Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 3,150 shares — an estimated $315K sold.

Blodgett Wealth Advisors first reported a position in XOM in Q3 2022 and held it in 6 quarters. The position peaked at $370K in Q3 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Blodgett Wealth Advisors reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Blodgett Wealth Advisors sold 3,150 ExxonMobil shares in Q1 2024, an estimated $315K.
Blodgett Wealth Advisors first reported a position in ExxonMobil in Q3 2022 and held it in 6 quarters.
Blodgett Wealth Advisors's ExxonMobil position peaked at $370K in Q3 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.