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Cedar Brook Financial Partners’s ExxonMobil XOM Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-2,178
Closed -$251K – 29
2024
Q2 		$251K Sell
2,178
-6,379
-75% -$743K 1.89% 16
2024
Q1 		$995K Sell
8,557
-34
-0.4% -$3.56K 0.2% 122
2023
Q4 		$848K Buy
8,591
+282
+3% +$29.6K 0.19% 128
2023
Q3 		$977K Sell
8,309
-786
-9% -$86.2K 0.25% 98
2023
Q2 		$975K Sell
9,095
-363
-4% -$39.6K 0.23% 103
2023
Q1 		$1.04M Buy
9,458
+213
+2% +$23.6K 0.27% 95
2022
Q4 		$1.02M Sell
9,245
-376
-4% -$40.3K 0.29% 97
2022
Q3 		$840K Buy
9,621
+375
+4% +$34.2K 0.27% 95
2022
Q2 		$792K Buy
9,246
+55
+0.6% +$4.96K 0.25% 100
2022
Q1 		$759K Buy
9,191
+1,305
+17% +$101K 0.2% 132
2021
Q4 		$483K Buy
7,886
+344
+5% +$21.5K 0.12% 187
2021
Q3 		$444K Sell
7,542
-202
-3% -$11.5K 0.13% 184
2021
Q2 		$488K Sell
7,744
-737
-9% -$44K 0.14% 180
2021
Q1 		$473K Sell
8,481
-520
-6% -$27.3K 0.16% 150
2020
Q4 		$371K Sell
9,001
-4,874
-35% -$183K 0.13% 178
2020
Q3 		$476K Sell
13,875
-1,454
-9% -$59.4K 0.19% 142
2020
Q2 		$686K Buy
15,329
+248
+2% +$11.1K 0.31% 96
2020
Q1 		$573K Sell
15,081
-72
-0.5% -$3.98K 0.32% 90
2019
Q4 		$1.06M Buy
15,153
+176
+1% +$12.2K 0.45% 65
2019
Q3 		$1.06M Sell
14,977
-781
-5% -$56.5K 0.47% 63
2019
Q2 		$1.21M Sell
15,758
-69
-0.4% -$5.34K 0.56% 47
2019
Q1 		$1.28M Buy
15,827
+1,337
+9% +$102K 0.62% 38
2018
Q4 		$988K Buy
+14,490
New +$1.14M 0.6% 45

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

Cedar Brook Financial Partners's XOM Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 2,178 shares — an estimated $251K sold.

Cedar Brook Financial Partners first reported a position in XOM in Q4 2018 and held it in 23 quarters. The position peaked at $1.28M in Q1 2019. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,178 ExxonMobil shares in Q3 2024, an estimated $251K.
  • Cedar Brook Financial Partners first reported a position in ExxonMobil in Q4 2018 and held it in 23 quarters.
  • Cedar Brook Financial Partners's ExxonMobil position peaked at $1.28M in Q1 2019.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.