Bridge Advisory’s ExxonMobil XOM Stock Holding History

Bridge Advisory’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	$1.97M	Buy	16,843 +30	+0.2%	+$3.46K	0.94%	33
2024 Q2	$1.94M	Buy	16,813 +662	+4%	+$77.1K	0.95%	32
2024 Q1	$1.88M	Buy	16,151 +58	+0.4%	+$6.07K	0.93%	36
2023 Q4	$1.61M	Sell	16,093 -7,187	-31%	-$755K	0.81%	37
2023 Q3	$2.74M	Buy	23,280 +13,077	+128%	+$1.43M	0.96%	27
2023 Q2	$1.09M	Buy	10,203 +56	+0.6%	+$6.11K	0.4%	54
2023 Q1	$1.11M	Buy	10,147 +24	+0.2%	+$2.65K	0.43%	52
2022 Q4	$1.12M	Buy	10,123 +26	+0.3%	+$2.79K	0.47%	49
2022 Q3	$882K	Buy	10,097 +27	+0.3%	+$2.46K	0.43%	59
2022 Q2	$851K	Buy	10,070 +25	+0.2%	+$2.25K	0.41%	55
2022 Q1	$830K	Buy	10,045 +30	+0.3%	+$2.33K	0.36%	49
2021 Q4	$613K	Buy	10,015 +39	+0.4%	+$2.44K	0.28%	56
2021 Q3	$587K	Buy	9,976 +45	+0.5%	+$2.56K	0.29%	51
2021 Q2	$626K	Buy	9,931 +38	+0.4%	+$2.27K	0.32%	44
2021 Q1	$552K	Sell	9,893 -443	-4%	-$23.2K	0.34%	36
2020 Q4	$426K	Buy	+10,336	New	+$388K	0.2%	58

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

Bridge Advisory's XOM Position: Q3 2024 in Review

Bridge Advisory increased its ExxonMobil (XOM) stake by 0.18% in Q3 2024, buying an estimated $3.46K and bringing the position to 16,843 shares worth $1.97M. The position accounts for 0.94% of the portfolio, ranked #33.

Bridge Advisory first reported a position in XOM in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.74M in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Bridge Advisory held 16,843 shares of ExxonMobil worth $1.97M as of Q3 2024.
Bridge Advisory bought 30 ExxonMobil shares in Q3 2024, an estimated $3.46K.
ExxonMobil made up 0.94% of Bridge Advisory's portfolio in Q3 2024, its #33 holding.
Bridge Advisory first reported a position in ExxonMobil in Q4 2020 and has held it in 16 quarters since.
Bridge Advisory's ExxonMobil position peaked at $2.74M in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.