Boston Mountain Money Management’s ExxonMobil XOM Stock Holding History

Boston Mountain Money 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 Q3	$531K	Buy	4,533 +197	+5%	+$22.7K	0.31%	36
2024 Q2	$499K	Hold	4,336	–	–	0.33%	34
2024 Q1	$504K	Buy	+4,336	New	+$454K	0.35%	34

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

Boston Mountain Money Management's XOM Position: Q3 2024 in Review

Boston Mountain Money Management increased its ExxonMobil (XOM) stake by 4.5% in Q3 2024, buying an estimated $22.7K and bringing the position to 4,533 shares worth $531K. The position accounts for 0.31% of the portfolio, ranked #36.

Boston Mountain Money Management first reported a position in XOM in Q1 2024 and has held it in 3 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Boston Mountain Money Management held 4,533 shares of ExxonMobil worth $531K as of Q3 2024.
Boston Mountain Money Management bought 197 ExxonMobil shares in Q3 2024, an estimated $22.7K.
ExxonMobil made up 0.31% of Boston Mountain Money Management's portfolio in Q3 2024, its #36 holding.
Boston Mountain Money Management first reported a position in ExxonMobil in Q1 2024 and has held it in 3 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.