CAM
XOM icon

Crestone Asset Management’s ExxonMobil XOM Stock Holding History

Crestone Asset Management’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
Q2 		– Sell
-2,277
Closed -$265K – 101
2024
Q1 		$265K Sell
2,277
-286
-11% -$29.9K 0.05% 81
2023
Q4 		$256K Sell
2,563
-385
-13% -$40.5K 0.06% 84
2023
Q3 		$347K Buy
+2,948
New +$323K 0.08% 68

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

Crestone Asset Management's XOM Position: Q2 2024 in Review

Crestone Asset Management sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 2,277 shares — an estimated $265K sold.

Crestone Asset Management first reported a position in XOM in Q3 2023 and held it in 3 quarters. The position peaked at $347K in Q3 2023. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • Crestone Asset Management reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 2,277 ExxonMobil shares in Q2 2024, an estimated $265K.
  • Crestone Asset Management first reported a position in ExxonMobil in Q3 2023 and held it in 3 quarters.
  • Crestone Asset Management's ExxonMobil position peaked at $347K in Q3 2023.
  • 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.