Family Asset Management’s ExxonMobil XOM Stock Holding History

Family Asset 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	$545K	Sell	4,648 -379	-8%	-$43.8K	0.33%	63
2024 Q2	$579K	Buy	5,027 +4	+0.1%	+$466	0.37%	60
2024 Q1	$584K	Sell	5,023 -7	-0.1%	-$732	0.36%	62
2023 Q4	$503K	Buy	5,030 +9	+0.2%	+$946	0.34%	67
2023 Q3	$590K	Sell	5,021 -369	-7%	-$40.5K	0.44%	55
2023 Q2	$578K	Buy	5,390 +85	+2%	+$9.27K	0.39%	55
2023 Q1	$582K	Sell	5,305 -61	-1%	-$6.75K	0.43%	53
2022 Q4	$592K	Buy	+5,366	New	+$575K	0.49%	50

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

Family Asset Management's XOM Position: Q3 2024 in Review

Family Asset Management reduced its ExxonMobil (XOM) stake by 7.5% in Q3 2024, selling an estimated $43.8K and leaving 4,648 shares worth $545K. The position accounts for 0.33% of the portfolio, ranked #63.

Family Asset Management first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $592K in Q4 2022. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Family Asset Management held 4,648 shares of ExxonMobil worth $545K as of Q3 2024.
Family Asset Management sold 379 ExxonMobil shares in Q3 2024, an estimated $43.8K.
ExxonMobil made up 0.33% of Family Asset Management's portfolio in Q3 2024, its #63 holding.
Family Asset Management first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's ExxonMobil position peaked at $592K in Q4 2022.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.