Financial Planning & Information Services’s ExxonMobil XOM Stock Holding History

Financial Planning & Information Services’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	$446K	Buy	3,804 +44	+1%	+$5.08K	0.06%	62
2024 Q2	$433K	Sell	3,760 -390	-9%	-$45.4K	0.07%	59
2024 Q1	$482K	Hold	4,150	–	–	0.07%	61
2023 Q4	$415K	Hold	4,150	–	–	0.07%	66
2023 Q3	$488K	Hold	4,150	–	–	0.09%	60
2023 Q2	$445K	Hold	4,150	–	–	0.08%	62
2023 Q1	$455K	Hold	4,150	–	–	0.09%	62
2022 Q4	$458K	Buy	4,150 +400	+11%	+$42.9K	0.1%	59
2022 Q3	$327K	Buy	+3,750	New	+$342K	0.08%	61
2015 Q1	–	Sell	-2,177	Closed	-$209K	–	34
2014 Q4	$209K	Sell	2,177 -40	-2%	-$3.73K	0.15%	31
2014 Q3	$209K	Hold	2,217	–	–	0.15%	31
2014 Q2	$223K	Hold	2,217	–	–	0.15%	31
2014 Q1	$217K	Hold	2,217	–	–	0.15%	31
2013 Q4	$224K	Buy	+2,217	New	+$205K	0.16%	29

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

Financial Planning & Information Services's XOM Position: Q3 2024 in Review

Financial Planning & Information Services increased its ExxonMobil (XOM) stake by 1.2% in Q3 2024, buying an estimated $5.08K and bringing the position to 3,804 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #62.

Financial Planning & Information Services first reported a position in XOM in Q4 2013 and has held it in 14 quarters since. The position peaked at $488K in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Financial Planning & Information Services held 3,804 shares of ExxonMobil worth $446K as of Q3 2024.
Financial Planning & Information Services bought 44 ExxonMobil shares in Q3 2024, an estimated $5.08K.
ExxonMobil made up 0.06% of Financial Planning & Information Services's portfolio in Q3 2024, its #62 holding.
Financial Planning & Information Services first reported a position in ExxonMobil in Q4 2013 and has held it in 14 quarters since.
Financial Planning & Information Services's ExxonMobil position peaked at $488K in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.