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Fernwood Investment Management’s ExxonMobil XOM Stock Holding History

Fernwood Investment 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 		$2.43M Sell
22,607
-440
-2% -$51.5K 0.85% 28
2024
Q3 		$2.7M Buy
23,047
+25
+0.1% +$2.89K 0.88% 28
2024
Q2 		$2.65M Buy
23,022
+965
+4% +$112K 0.82% 31
2024
Q1 		$2.56M Buy
22,057
+121
+0.6% +$12.7K 0.75% 33
2023
Q4 		$2.2M Sell
21,936
-85
-0.4% -$8.93K 0.73% 36
2023
Q3 		$2.58M Buy
22,021
+2,600
+13% +$285K 0.93% 28
2023
Q2 		$2.08M Buy
19,421
+1
+0% +$109 0.74% 35
2023
Q1 		$2.13M Buy
19,420
+328
+2% +$36.3K 0.82% 34
2022
Q4 		$2.11M Sell
19,092
-991
-5% -$106K 0.87% 27
2022
Q3 		$1.75M Sell
20,083
-85
-0.4% -$7.76K 0.74% 37
2022
Q2 		$1.73M Sell
20,168
-900
-4% -$81.2K 0.74% 36
2022
Q1 		$1.74M Hold
21,068
– – 0.61% 49
2021
Q4 		$1.29M Buy
21,068
+539
+3% +$33.7K 0.42% 67
2021
Q3 		$1.21M Buy
20,529
+60
+0.3% +$3.42K 0.42% 75
2021
Q2 		$1.29M Hold
20,469
– – 0.43% 68
2021
Q1 		$1.14M Hold
20,469
– – 0.42% 73
2020
Q4 		$844K Sell
20,469
-500
-2% -$18.7K 0.33% 83
2020
Q3 		$720K Buy
20,969
+1,750
+9% +$71.5K 0.34% 82
2020
Q2 		$859K Sell
19,219
-300
-2% -$13.5K 0.42% 70
2020
Q1 		$741K Sell
19,519
-267
-1% -$14.7K 0.47% 63
2019
Q4 		$1.38M Sell
19,786
-2,668
-12% -$184K 0.66% 44
2019
Q3 		$1.58M Buy
22,454
+39
+0.2% +$2.82K 0.79% 41
2019
Q2 		$1.72M Sell
22,415
-345
-2% -$26.7K 0.94% 34
2019
Q1 		$1.84M Sell
22,760
-50
-0.2% -$3.81K 0.98% 30
2018
Q4 		$1.55M Sell
22,810
-1,000
-4% -$78.5K 1% 29
2018
Q3 		$2.02M Sell
23,810
-450
-2% -$36.8K 1.07% 25
2018
Q2 		$2.01M Buy
24,260
+370
+2% +$29.5K 1.08% 25
2018
Q1 		$1.78M Sell
23,890
-200
-0.8% -$16K 0.99% 28
2017
Q4 		$2.02M Sell
24,090
-145
-0.6% -$12K 1.08% 24
2017
Q3 		$1.99M Sell
24,235
-200
-0.8% -$15.9K 1.24% 16
2017
Q2 		$1.97M Buy
24,435
+100
+0.4% +$8.18K 1.43% 14
2017
Q1 		$2M Buy
24,335
+935
+4% +$78.1K 1.59% 13
2016
Q4 		$2.11M Buy
23,400
+310
+1% +$27.1K 2.02% 11
2016
Q3 		$2.02M Sell
23,090
-56
-0.2% -$4.97K 1.85% 13
2016
Q2 		$2.17M Buy
23,146
+340
+1% +$30.1K 2.13% 12
2016
Q1 		$1.91M Sell
22,806
-3,000
-12% -$240K 1.93% 13
2015
Q4 		$2.01M Hold
25,806
– – 1.72% 13
2015
Q3 		$1.92M Buy
25,806
+500
+2% +$38.5K 1.68% 16
2015
Q2 		$2.1M Buy
25,306
+356
+1% +$30.6K 1.65% 15
2015
Q1 		$2.12M Buy
24,950
+700
+3% +$62.1K 1.74% 13
2014
Q4 		$2.24M Buy
24,250
+385
+2% +$35.9K 1.91% 13
2014
Q3 		$2.25M Sell
23,865
-400
-2% -$39.8K 1.93% 14
2014
Q2 		$2.44M Sell
24,265
-550
-2% -$55.5K 2.02% 13
2014
Q1 		$2.42M Sell
24,815
-9,507
-28% -$906K 2.25% 10
2013
Q4 		$3.47M Buy
+34,322
New +$3.17M 2.31% 7

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

Fernwood Investment Management's XOM Position: Q4 2024 in Review

Fernwood Investment Management reduced its ExxonMobil (XOM) stake by 1.9% in Q4 2024, selling an estimated $51.5K and leaving 22,607 shares worth $2.43M. The position accounts for 0.85% of the portfolio, ranked #28.

Fernwood Investment Management first reported a position in XOM in Q4 2013 and has held it in 45 quarters since. The position peaked at $3.47M in Q4 2013. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Fernwood Investment Management held 22,607 shares of ExxonMobil worth $2.43M as of Q4 2024.
  • Fernwood Investment Management sold 440 ExxonMobil shares in Q4 2024, an estimated $51.5K.
  • ExxonMobil made up 0.85% of Fernwood Investment Management's portfolio in Q4 2024, its #28 holding.
  • Fernwood Investment Management first reported a position in ExxonMobil in Q4 2013 and has held it in 45 quarters since.
  • Fernwood Investment Management's ExxonMobil position peaked at $3.47M in Q4 2013.
  • 4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.