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Campbell Wealth Management’s ExxonMobil XOM Stock Holding History

Campbell 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
Q4 		$4.8M Buy
44,587
+3,146
+8% +$368K 0.43% 16
2024
Q3 		$4.86M Sell
41,441
-2,988
-7% -$345K 0.43% 18
2024
Q2 		$5.12M Sell
44,429
-309
-0.7% -$36K 1.65% 9
2024
Q1 		$5.2M Buy
44,738
+943
+2% +$98.7K 0.52% 17
2023
Q4 		$4.38M Buy
43,795
+600
+1% +$63.1K 0.52% 18
2023
Q3 		$5.08M Buy
43,195
+144
+0.3% +$15.8K 0.62% 19
2023
Q2 		$4.62M Hold
43,051
– – 0.59% 17
2023
Q1 		$4.72M Buy
43,051
+35,092
+441% +$3.88M 0.59% 19
2022
Q4 		$878K Buy
7,959
+7
+0.1% +$750 0.12% 27
2022
Q3 		$694K Buy
7,952
+1,579
+25% +$144K 0.1% 30
2022
Q2 		$546K Sell
6,373
-5,326
-46% -$480K 0.08% 25
2022
Q1 		$966K Sell
11,699
-6,017
-34% -$468K 0.12% 21
2021
Q4 		$1.08M Sell
17,716
-204
-1% -$12.8K 0.12% 20
2021
Q3 		$1.05M Sell
17,920
-2,592
-13% -$148K 0.14% 19
2021
Q2 		$1.29M Buy
20,512
+20
+0.1% +$1.19K 0.18% 18
2021
Q1 		$1.14M Sell
20,492
-3,724
-15% -$195K 0.16% 19
2020
Q4 		$998K Sell
24,216
-776
-3% -$29.1K 0.15% 20
2020
Q3 		$858K Sell
24,992
-100
-0.4% -$4.09K 0.14% 21
2020
Q2 		$1.12M Sell
25,092
-905
-3% -$40.6K 0.2% 20
2020
Q1 		$987K Sell
25,997
-140
-0.5% -$7.73K 0.22% 19
2019
Q4 		$1.82M Sell
26,137
-129
-0.5% -$8.92K 0.37% 16
2019
Q3 		$1.85M Buy
26,266
+756
+3% +$54.7K 0.41% 16
2019
Q2 		$1.96M Sell
25,510
-3,116
-11% -$241K 0.47% 16
2019
Q1 		$2.31M Sell
28,626
-65
-0.2% -$4.96K 0.62% 14
2018
Q4 		$1.96M Buy
+28,691
New +$2.25M 0.6% 15

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

Campbell Wealth Management's XOM Position: Q4 2024 in Review

Campbell Wealth Management increased its ExxonMobil (XOM) stake by 7.6% in Q4 2024, buying an estimated $368K and bringing the position to 44,587 shares worth $4.8M. The position accounts for 0.43% of the portfolio, ranked #16.

Campbell Wealth Management first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.2M in Q1 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Campbell Wealth Management held 44,587 shares of ExxonMobil worth $4.8M as of Q4 2024.
  • Campbell Wealth Management bought 3,146 ExxonMobil shares in Q4 2024, an estimated $368K.
  • ExxonMobil made up 0.43% of Campbell Wealth Management's portfolio in Q4 2024, its #16 holding.
  • Campbell Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • Campbell Wealth Management's ExxonMobil position peaked at $5.2M in Q1 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.