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
2019 Q3	–	Sell	-9,000	Closed	-$30K	–	329
2019 Q2	$30K	Hold	9,000	–	–	0.01%	298
2019 Q1	$30K	Hold	9,000	–	–	0.01%	287
2018 Q4	$30K	Buy	+9,000	New	+$706K	0.02%	240

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

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.