Custom Index Systems’s ExxonMobil XOM Stock Holding History

Custom Index Systems’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	–	Sell	-1,944	Closed	-$228K	–	279
2024 Q3	$228K	Buy	1,944 +111	+6%	+$12.8K	0.12%	214
2024 Q2	$211K	Buy	+1,833	New	+$213K	0.12%	229

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

Custom Index Systems's XOM Position: Q4 2024 in Review

Custom Index Systems sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 1,944 shares — an estimated $228K sold.

Custom Index Systems first reported a position in XOM in Q2 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Custom Index Systems reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Custom Index Systems sold 1,944 ExxonMobil shares in Q4 2024, an estimated $228K.
Custom Index Systems first reported a position in ExxonMobil in Q2 2024 and held it in 2 quarters.
Custom Index Systems's ExxonMobil position peaked at $228K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.