Fairhaven Wealth Management’s ExxonMobil XOM Stock Holding History

Fairhaven 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	$2.52M	Sell	23,406 -126	-0.5%	-$14.7K	0.79%	28
2024 Q3	$2.76M	Buy	23,532 +369	+2%	+$42.6K	0.84%	27
2024 Q2	$2.67M	Buy	23,163 +500	+2%	+$58.2K	0.88%	26
2024 Q1	$2.63M	Buy	22,663 +513	+2%	+$53.7K	0.9%	26
2023 Q4	$2.21M	Buy	22,150 +3,357	+18%	+$353K	0.81%	31
2023 Q3	$2.21M	Buy	18,793 +16,892	+889%	+$1.85M	0.88%	28
2023 Q2	$204K	Buy	+1,901	New	+$207K	0.08%	107
2022 Q4	$213K	Buy	+1,931	New	+$207K	0.09%	98
2020 Q3	–	Sell	-5,046	Closed	-$226K	–	104
2020 Q2	$226K	Buy	+5,046	New	+$226K	0.15%	78

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

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

Fairhaven Wealth Management reduced its ExxonMobil (XOM) stake by 0.54% in Q4 2024, selling an estimated $14.7K and leaving 23,406 shares worth $2.52M. The position accounts for 0.79% of the portfolio, ranked #28.

Fairhaven Wealth Management first reported a position in XOM in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.76M in Q3 2024. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Fairhaven Wealth Management held 23,406 shares of ExxonMobil worth $2.52M as of Q4 2024.
Fairhaven Wealth Management sold 126 ExxonMobil shares in Q4 2024, an estimated $14.7K.
ExxonMobil made up 0.79% of Fairhaven Wealth Management's portfolio in Q4 2024, its #28 holding.
Fairhaven Wealth Management first reported a position in ExxonMobil in Q2 2020 and has held it in 9 quarters since.
Fairhaven Wealth Management's ExxonMobil position peaked at $2.76M in Q3 2024.
4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

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