Clearview Wealth Advisors’s ExxonMobil XOM Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-1,870	Closed	-$215K	–	96
2024 Q2	$215K	Buy	+1,870	New	+$218K	0.19%	92
2023 Q4	–	Sell	-1,768	Closed	-$208K	–	138
2023 Q3	$208K	Sell	1,768 -129	-7%	-$14.1K	0.26%	111
2023 Q2	$203K	Sell	1,897 -221	-10%	-$24.1K	0.21%	108
2023 Q1	$232K	Buy	2,118 +15	+0.7%	+$1.66K	0.24%	110
2022 Q4	$232K	Sell	2,103 -84	-4%	-$9K	0.18%	90
2022 Q3	$191K	Buy	2,187 +17	+0.8%	+$1.55K	0.15%	87
2022 Q2	$186K	Sell	2,170 -860	-28%	-$77.6K	0.14%	88
2022 Q1	$250K	Buy	3,030 +258	+9%	+$20.1K	0.16%	82
2021 Q4	$170K	Sell	2,772 -676	-20%	-$42.3K	0.1%	114
2021 Q3	$203K	Buy	3,448 +196	+6%	+$11.2K	0.13%	114
2021 Q2	$205K	Buy	3,252 +54	+2%	+$3.22K	0.13%	117
2021 Q1	$179K	Buy	3,198 +655	+26%	+$34.3K	0.12%	118
2020 Q4	$105K	Buy	+2,543	New	+$95.3K	0.07%	139

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

Clearview Wealth Advisors's XOM Position: Q3 2024 in Review

Clearview Wealth Advisors sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 1,870 shares — an estimated $215K sold.

Clearview Wealth Advisors first reported a position in XOM in Q4 2020 and held it in 13 quarters. The position peaked at $250K in Q1 2022. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Clearview Wealth Advisors reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 1,870 ExxonMobil shares in Q3 2024, an estimated $215K.
Clearview Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 13 quarters.
Clearview Wealth Advisors's ExxonMobil position peaked at $250K in Q1 2022.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Clearview Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.