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Edge Capital Group’s ExxonMobil XOM Stock Holding History

Edge Capital 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
Q4 		$8.03M Buy
74,672
+665
+0.9% +$77.8K 0.36% 62
2024
Q3 		$8.68M Buy
74,007
+1,663
+2% +$192K 0.38% 60
2024
Q2 		$8.33M Buy
72,344
+7,726
+12% +$900K 0.4% 60
2024
Q1 		$7.51M Sell
64,618
-3,006
-4% -$315K 0.37% 61
2023
Q4 		$6.76M Buy
67,624
+2,113
+3% +$222K 0.38% 60
2023
Q3 		$7.7M Sell
65,511
-62,942
-49% -$6.9M 0.5% 46
2023
Q2 		$13.8M Sell
128,453
-23,545
-15% -$2.57M 0.79% 28
2023
Q1 		$16.7M Buy
151,998
+73,364
+93% +$8.11M 1.03% 21
2022
Q4 		$8.67M Buy
78,634
+425
+0.5% +$45.5K 0.61% 42
2022
Q3 		$6.83M Buy
78,209
+6,089
+8% +$556K 0.56% 42
2022
Q2 		$6.18M Buy
72,120
+560
+0.8% +$50.5K 0.53% 46
2022
Q1 		$5.91M Sell
71,560
-2,601
-4% -$202K 0.41% 58
2021
Q4 		$4.54M Buy
74,161
+20,172
+37% +$1.26M 0.32% 69
2021
Q3 		$3.18M Sell
53,989
-1,284
-2% -$73.2K 0.25% 76
2021
Q2 		$3.49M Sell
55,273
-8,799
-14% -$525K 0.28% 72
2021
Q1 		$3.58M Sell
64,072
-2,244
-3% -$118K 0.3% 72
2020
Q4 		$2.74M Buy
66,316
+9,674
+17% +$363K 0.23% 82
2020
Q3 		$1.95M Sell
56,642
-1,702
-3% -$69.6K 0.19% 86
2020
Q2 		$2.61M Sell
58,344
-1,793
-3% -$80.4K 0.27% 78
2020
Q1 		$2.28M Sell
60,137
-17,417
-22% -$962K 0.27% 73
2019
Q4 		$5.41M Buy
77,554
+11
+0% +$761 0.53% 50
2019
Q3 		$5.47M Sell
77,543
-1,234
-2% -$89.2K 0.55% 51
2019
Q2 		$6.04M Buy
78,777
+3,559
+5% +$276K 0.58% 47
2019
Q1 		$6.08M Buy
75,218
+991
+1% +$75.6K 0.6% 47
2018
Q4 		$5.06M Buy
+74,227
New +$5.82M 0.55% 45

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Capital Group's XOM Position: Q4 2024 in Review

Edge Capital Group increased its ExxonMobil (XOM) stake by 0.9% in Q4 2024, buying an estimated $77.8K and bringing the position to 74,672 shares worth $8.03M. The position accounts for 0.36% of the portfolio, ranked #62.

Edge Capital Group first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $16.7M in Q1 2023. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Edge Capital Group held 74,672 shares of ExxonMobil worth $8.03M as of Q4 2024.
  • Edge Capital Group bought 665 ExxonMobil shares in Q4 2024, an estimated $77.8K.
  • ExxonMobil made up 0.36% of Edge Capital Group's portfolio in Q4 2024, its #62 holding.
  • Edge Capital Group first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's ExxonMobil position peaked at $16.7M in Q1 2023.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.