Evergreen Wealth Management’s ExxonMobil XOM Stock Holding History

Evergreen 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 Q3	–	Sell	-12,495	Closed	-$1.44M	–	60
2024 Q2	$1.44M	Hold	12,495	–	–	0.95%	37
2024 Q1	$1.45M	Hold	12,495	–	–	0.98%	37
2023 Q4	$1.25M	Buy	12,495 +206	+2%	+$21.7K	0.92%	38
2023 Q3	$1.44M	Buy	12,289 +173	+1%	+$19K	1.14%	35
2023 Q2	$1.3M	Sell	12,116 -2,585	-18%	-$282K	1.02%	35
2023 Q1	$1.61M	Buy	14,701 +204	+1%	+$22.6K	1.43%	27
2022 Q4	$1.6M	Buy	+14,497	New	+$1.55M	1.47%	24

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

Evergreen Wealth Management's XOM Position: Q3 2024 in Review

Evergreen Wealth Management sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 12,495 shares — an estimated $1.44M sold.

Evergreen Wealth Management first reported a position in XOM in Q4 2022 and held it in 7 quarters. The position peaked at $1.61M in Q1 2023. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Evergreen Wealth Management reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Evergreen Wealth Management sold 12,495 ExxonMobil shares in Q3 2024, an estimated $1.44M.
Evergreen Wealth Management first reported a position in ExxonMobil in Q4 2022 and held it in 7 quarters.
Evergreen Wealth Management's ExxonMobil position peaked at $1.61M in Q1 2023.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.