Connectus Wealth’s ExxonMobil XOM Stock Holding History

Connectus 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 Q1	$21.8M	Buy	187,434 +5,257	+3%	+$550K	0.6%	45
2023 Q4	$18.2M	Sell	182,177 -12,222	-6%	-$1.28M	0.37%	71
2023 Q3	$22.9M	Buy	194,399 +37,019	+24%	+$4.06M	0.51%	48
2023 Q2	$16.9M	Buy	157,380 +4,478	+3%	+$489K	0.39%	70
2023 Q1	$16.8M	Buy	152,902 +23,190	+18%	+$2.57M	0.41%	72
2022 Q4	$14.3M	Sell	129,712 -50,341	-28%	-$5.39M	0.34%	85
2022 Q3	$15.7M	Sell	180,053 -13,113	-7%	-$1.2M	0.33%	91
2022 Q2	$16.6M	Buy	193,166 +17,427	+10%	+$1.57M	0.38%	84
2022 Q1	$10.8M	Sell	175,739 -22,023	-11%	-$1.71M	0.34%	75
2021 Q4	$12.1M	Buy	+197,762	New	+$12.4M	0.47%	48

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connectus Wealth's XOM Position: Q1 2024 in Review

Connectus Wealth increased its ExxonMobil (XOM) stake by 2.9% in Q1 2024, buying an estimated $550K and bringing the position to 187,434 shares worth $21.8M. The position accounts for 0.6% of the portfolio, ranked #45.

Connectus Wealth first reported a position in XOM in Q4 2021 and has held it in 10 quarters since. The position peaked at $22.9M in Q3 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Connectus Wealth held 187,434 shares of ExxonMobil worth $21.8M as of Q1 2024.
Connectus Wealth bought 5,257 ExxonMobil shares in Q1 2024, an estimated $550K.
ExxonMobil made up 0.6% of Connectus Wealth's portfolio in Q1 2024, its #45 holding.
Connectus Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's ExxonMobil position peaked at $22.9M in Q3 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.