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Custom Portfolio Group’s ExxonMobil XOM Stock Holding History

Custom Portfolio Group’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 		$1.08M Sell
9,554
-200
-2% -$23.3K 0.85% 16
2024
Q1 		$1.12M Hold
9,754
– – 0.92% 16
2023
Q4 		$961K Buy
+9,754
New +$1.03M 0.85% 16

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Custom Portfolio Group's XOM Position: Q2 2024 in Review

Custom Portfolio Group reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2024, selling an estimated $23.3K and leaving 9,554 shares worth $1.08M. The position accounts for 0.85% of the portfolio, ranked #16.

Custom Portfolio Group first reported a position in XOM in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.12M in Q1 2024. 3,929 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • Custom Portfolio Group held 9,554 shares of ExxonMobil worth $1.08M as of Q2 2024.
  • Custom Portfolio Group sold 200 ExxonMobil shares in Q2 2024, an estimated $23.3K.
  • ExxonMobil made up 0.85% of Custom Portfolio Group's portfolio in Q2 2024, its #16 holding.
  • Custom Portfolio Group first reported a position in ExxonMobil in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's ExxonMobil position peaked at $1.12M in Q1 2024.
  • 3,929 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.