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Brophy Wealth Management’s ExxonMobil XOM Stock Holding History

Brophy Wealth 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 		$923K Buy
+7,873
New +$909K 0.33% 73

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brophy Wealth Management's XOM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2024: 7,873 shares worth $923K. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Brophy Wealth Management held 7,873 shares of ExxonMobil worth $923K as of Q3 2024.
  • ExxonMobil was a new Brophy Wealth Management position in Q3 2024.
  • ExxonMobil made up 0.33% of Brophy Wealth Management's portfolio in Q3 2024, its #73 holding.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.