Dorchester Wealth Management’s ExxonMobil XOM Stock Holding History

Dorchester 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	$495K	Buy	+4,600	New	+$538K	0.1%	89
2024 Q3	–	Sell	-4,830	Closed	-$556K	–	173
2024 Q2	$556K	Sell	4,830 -1,070	-18%	-$125K	0.11%	89
2024 Q1	$686K	Hold	5,900	–	–	0.12%	89
2023 Q4	$590K	Hold	5,900	–	–	0.11%	91
2023 Q3	$694K	Sell	5,900 -2,000	-25%	-$219K	0.14%	87
2023 Q2	$847K	Hold	7,900	–	–	0.17%	74
2023 Q1	$866K	Buy	+7,900	New	+$874K	0.18%	77
2022 Q4	–	Sell	-7,900	Closed	-$690K	–	157
2022 Q3	$690K	Hold	7,900	–	–	0.15%	87
2022 Q2	$677K	Hold	7,900	–	–	0.13%	92
2022 Q1	$815K	Sell	7,900 -200	-2%	-$15.5K	0.13%	79
2021 Q4	$496K	Sell	8,100 -250	-3%	-$15.6K	0.1%	95
2021 Q3	$491K	Sell	8,350 -50	-0.6%	-$2.85K	0.12%	87
2021 Q2	$530K	Buy	8,400 +475	+6%	+$28.4K	0.12%	89
2021 Q1	$442K	Sell	7,925 -1,400	-15%	-$73.4K	0.11%	96
2020 Q4	$384K	Sell	9,325 -650	-7%	-$24.4K	0.1%	103
2020 Q3	$342K	Hold	9,975	–	–	0.11%	105
2020 Q2	$446K	Sell	9,975 -300	-3%	-$13.5K	0.14%	86
2020 Q1	$390K	Sell	10,275 -3,429	-25%	-$189K	0.14%	81
2019 Q4	$956K	Sell	13,704 -246	-2%	-$17K	0.27%	57
2019 Q3	$985K	Hold	13,950	–	–	0.29%	53
2019 Q2	$1.07M	Sell	13,950 -22	-0.2%	-$1.7K	0.32%	50
2019 Q1	$1.13M	Sell	13,972 -400	-3%	-$30.5K	0.34%	52
2018 Q4	$980K	Hold	14,372	–	–	0.34%	49
2018 Q3	$1.22M	Sell	14,372 -2,178	-13%	-$178K	0.38%	46
2018 Q2	$1.37M	Sell	16,550 -600	-3%	-$47.8K	0.45%	43
2018 Q1	$1.28M	Sell	17,150 -1,375	-7%	-$110K	0.43%	47
2017 Q4	$1.55M	Sell	18,525 -100	-0.5%	-$8.27K	0.49%	46
2017 Q3	$1.53M	Sell	18,625 -150	-0.8%	-$11.9K	0.49%	45
2017 Q2	$1.52M	Sell	18,775 -300	-2%	-$24.5K	0.52%	45
2017 Q1	$1.56M	Sell	19,075 -575	-3%	-$48K	0.54%	45
2016 Q4	$1.77M	Sell	19,650 -65	-0.3%	-$5.68K	0.65%	42
2016 Q3	$1.72M	Sell	19,715 -1,000	-5%	-$88.7K	0.64%	42
2016 Q2	$1.94M	Sell	20,715 -1,250	-6%	-$111K	0.72%	41
2016 Q1	$1.84M	Hold	21,965	–	–	0.69%	41
2015 Q4	$1.71M	Sell	21,965 -300	-1%	-$24K	0.71%	40
2015 Q3	$2.21M	Sell	22,265 -215	-1%	-$16.6K	0.82%	39
2015 Q2	$2.34M	Buy	+22,480	New	+$1.93M	0.77%	40

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

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

Dorchester Wealth Management opened a new position in ExxonMobil (XOM) in Q4 2024: 4,600 shares worth $495K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Dorchester Wealth Management previously reported a position in XOM as recently as Q2 2024.

Dorchester Wealth Management first reported a position in XOM in Q2 2015 and has held it in 37 quarters since. The position peaked at $2.34M in Q2 2015. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Dorchester Wealth Management held 4,600 shares of ExxonMobil worth $495K as of Q4 2024.
ExxonMobil was a new Dorchester Wealth Management position in Q4 2024.
ExxonMobil made up 0.1% of Dorchester Wealth Management's portfolio in Q4 2024, its #89 holding.
Dorchester Wealth Management first reported a position in ExxonMobil in Q2 2015 and has held it in 37 quarters since.
Dorchester Wealth Management's ExxonMobil position peaked at $2.34M in Q2 2015.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.