Bromfield Sneider Wealth Advisors’s ExxonMobil XOM Stock Holding History

Bromfield Sneider 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	$59K	Hold	508	–	–	0.04%	67
2023 Q4	$50.8K	Hold	508	–	–	0.03%	67
2023 Q3	$59.7K	Sell	508 -240	-32%	-$26.3K	0.05%	60
2023 Q2	$80.2K	Hold	748	–	–	0.06%	52
2023 Q1	$82K	Hold	748	–	–	0.07%	51
2022 Q4	$82.5K	Hold	748	–	–	0.08%	47
2022 Q3	$65K	Hold	748	–	–	0.08%	51
2022 Q2	$64K	Hold	748	–	–	0.08%	51
2022 Q1	$62K	Buy	+748	New	+$58.1K	0.07%	60

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's XOM Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its ExxonMobil (XOM) position steady in Q1 2024 at 508 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #67.

Bromfield Sneider Wealth Advisors first reported a position in XOM in Q1 2022 and has held it in 9 quarters since. The position peaked at $82.5K in Q4 2022. 3,810 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Bromfield Sneider Wealth Advisors held 508 shares of ExxonMobil worth $59K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its ExxonMobil share count unchanged in Q1 2024.
ExxonMobil made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #67 holding.
Bromfield Sneider Wealth Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's ExxonMobil position peaked at $82.5K in Q4 2022.
3,810 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.