CIC Wealth’s ExxonMobil XOM Stock Holding History

CIC Wealth’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	$1.7M	Buy	14,501 +1,949	+16%	+$225K	0.44%	52
2024 Q2	$1.44M	Buy	12,552 +739	+6%	+$86.1K	0.4%	54
2024 Q1	$1.37M	Sell	11,813 -222	-2%	-$23.2K	0.4%	58
2023 Q4	$1.2M	Buy	12,035 +1,504	+14%	+$158K	0.38%	57
2023 Q3	$1.24M	Buy	10,531 +774	+8%	+$84.9K	0.44%	52
2023 Q2	$1.05M	Buy	9,757 +202	+2%	+$22K	0.36%	57
2023 Q1	$1.05M	Buy	9,555 +1,102	+13%	+$122K	0.39%	58
2022 Q4	$932K	Buy	+8,453	New	+$906K	0.38%	62

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

CIC Wealth's XOM Position: Q3 2024 in Review

CIC Wealth increased its ExxonMobil (XOM) stake by 16% in Q3 2024, buying an estimated $225K and bringing the position to 14,501 shares worth $1.7M. The position accounts for 0.44% of the portfolio, ranked #52.

CIC Wealth first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. 3,932 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

CIC Wealth held 14,501 shares of ExxonMobil worth $1.7M as of Q3 2024.
CIC Wealth bought 1,949 ExxonMobil shares in Q3 2024, an estimated $225K.
ExxonMobil made up 0.44% of CIC Wealth's portfolio in Q3 2024, its #52 holding.
CIC Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
3,932 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.