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Clear Point Advisors’s ExxonMobil XOM Stock Holding History

Clear Point Advisors’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 		– Sell
-232
Closed -$27.2K – 546
2024
Q3 		$27.2K Hold
232
– – 0.02% 257
2024
Q2 		$26.7K Hold
232
– – 0.02% 248
2024
Q1 		$27K Hold
232
– – 0.02% 254
2023
Q4 		$23.2K Buy
+232
New +$24.4K 0.02% 254

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

Clear Point Advisors's XOM Position: Q4 2024 in Review

Clear Point Advisors sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 232 shares — an estimated $27.2K sold.

Clear Point Advisors first reported a position in XOM in Q4 2023 and held it in 4 quarters. The position peaked at $27.2K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Clear Point Advisors reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 232 ExxonMobil shares in Q4 2024, an estimated $27.2K.
  • Clear Point Advisors first reported a position in ExxonMobil in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's ExxonMobil position peaked at $27.2K in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.