Dougherty Wealth Advisers’s ExxonMobil XOM Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-135	Closed	-$13.5K	–	129
2023 Q4	$13.5K	Hold	135	–	–	0.01%	117
2023 Q3	$15.9K	Hold	135	–	–	0.02%	110
2023 Q2	$14.5K	Hold	135	–	–	0.02%	111
2023 Q1	$14.8K	Hold	135	–	–	0.02%	114
2022 Q4	$14.9K	Hold	135	–	–	0.02%	115
2022 Q3	$12K	Hold	135	–	–	0.02%	115
2022 Q2	$12K	Hold	135	–	–	0.02%	113
2022 Q1	$11K	Sell	135 -135	-50%	-$10.5K	0.02%	118
2021 Q4	$17K	Hold	270	–	–	0.02%	124
2021 Q3	$16K	Hold	270	–	–	0.02%	126
2021 Q2	$17K	Buy	+270	New	+$16.1K	0.03%	121
2019 Q3	–	Sell	-46	Closed	-$4K	–	223
2019 Q2	$4K	Hold	46	–	–	0.01%	230
2019 Q1	$4K	Hold	46	–	–	0.01%	194
2018 Q4	$3K	Buy	+46	New	+$3.61K	0.01%	211

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dougherty Wealth Advisers's XOM Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 135 shares — an estimated $13.5K sold.

Dougherty Wealth Advisers first reported a position in XOM in Q4 2018 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Dougherty Wealth Advisers reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 135 ExxonMobil shares in Q1 2024, an estimated $13.5K.
Dougherty Wealth Advisers first reported a position in ExxonMobil in Q4 2018 and held it in 14 quarters.
Dougherty Wealth Advisers's ExxonMobil position peaked at $17K in Q4 2021.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.