Criterion Capital Advisors’s ExxonMobil XOM Stock Holding History

Criterion Capital 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	$447K	Hold	3,879	–	–	0.28%	56
2024 Q3	$447K	Hold	3,879	–	–	0.28%	56
2024 Q2	$447K	Buy	3,879 +388	+11%	+$45.2K	0.28%	56
2024 Q1	$406K	Sell	3,491 -1,377	-28%	-$144K	0.27%	58
2023 Q4	$487K	Buy	+4,868	New	+$512K	0.35%	54

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

Criterion Capital Advisors's XOM Position: Q4 2024 in Review

Criterion Capital Advisors held its ExxonMobil (XOM) position steady in Q4 2024 at 3,879 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #56.

Criterion Capital Advisors first reported a position in XOM in Q4 2023 and has held it in 5 quarters since. The position peaked at $487K in Q4 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Criterion Capital Advisors held 3,879 shares of ExxonMobil worth $447K as of Q4 2024.
Criterion Capital Advisors left its ExxonMobil share count unchanged in Q4 2024.
ExxonMobil made up 0.28% of Criterion Capital Advisors's portfolio in Q4 2024, its #56 holding.
Criterion Capital Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 5 quarters since.
Criterion Capital Advisors's ExxonMobil position peaked at $487K in Q4 2023.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.