Dechtman Wealth Management’s ExxonMobil XOM Stock Holding History

Dechtman Wealth 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 Q4	$1.63M	Sell	15,173 -159	-1%	-$18.6K	0.32%	17
2024 Q3	$1.8M	Buy	15,332 +505	+3%	+$58.3K	0.37%	18
2024 Q2	$1.71M	Sell	14,827 -84	-0.6%	-$9.78K	0.38%	18
2024 Q1	$1.73M	Buy	14,911 +5,970	+67%	+$625K	0.4%	19
2023 Q4	$893K	Sell	8,941 -39	-0.4%	-$4.1K	0.23%	19
2023 Q3	$1.06M	Buy	8,980 +60	+0.7%	+$6.58K	0.31%	16
2023 Q2	$957K	Buy	+8,920	New	+$973K	0.28%	16

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dechtman Wealth Management's XOM Position: Q4 2024 in Review

Dechtman Wealth Management reduced its ExxonMobil (XOM) stake by 1% in Q4 2024, selling an estimated $18.6K and leaving 15,173 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #17.

Dechtman Wealth Management first reported a position in XOM in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2024. 4,275 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Dechtman Wealth Management held 15,173 shares of ExxonMobil worth $1.63M as of Q4 2024.
Dechtman Wealth Management sold 159 ExxonMobil shares in Q4 2024, an estimated $18.6K.
ExxonMobil made up 0.32% of Dechtman Wealth Management's portfolio in Q4 2024, its #17 holding.
Dechtman Wealth Management first reported a position in ExxonMobil in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's ExxonMobil position peaked at $1.8M in Q3 2024.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.