Consolidated Planning Corp’s ExxonMobil XOM Stock Holding History

Consolidated Planning Corp’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	-5,095	Closed	-$587K	–	223
2024 Q2	$587K	Buy	5,095 +1,625	+47%	+$189K	0.1%	104
2024 Q1	$403K	Sell	3,470 -30,986	-90%	-$3.24M	0.07%	116
2023 Q4	$3.44M	Buy	34,456 +372	+1%	+$39.1K	0.64%	50
2023 Q3	$4.01M	Buy	34,084 +3,118	+10%	+$342K	0.89%	37
2023 Q2	$3.32M	Buy	30,966 +635	+2%	+$69.3K	0.7%	48
2023 Q1	$3.33M	Buy	+30,331	New	+$3.35M	0.86%	42
2021 Q4	–	Sell	-3	Closed	–	–	474
2021 Q3	$0	Buy	+3	New	+$171	﹤0.01%	503

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

Consolidated Planning Corp's XOM Position: Q3 2024 in Review

Consolidated Planning Corp sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 5,095 shares — an estimated $587K sold.

Consolidated Planning Corp first reported a position in XOM in Q3 2021 and held it in 7 quarters. The position peaked at $4.01M in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Consolidated Planning Corp reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Consolidated Planning Corp sold 5,095 ExxonMobil shares in Q3 2024, an estimated $587K.
Consolidated Planning Corp first reported a position in ExxonMobil in Q3 2021 and held it in 7 quarters.
Consolidated Planning Corp's ExxonMobil position peaked at $4.01M in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.