First Personal Financial Services’s ExxonMobil XOM Stock Holding History

First Personal Financial 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	$5.07M	Buy	43,280 +746	+2%	+$86.1K	1.07%	38
2024 Q2	$4.9M	Buy	42,534 +427	+1%	+$49.7K	1.11%	36
2024 Q1	$4.89M	Buy	42,107 +74	+0.2%	+$7.74K	1.14%	37
2023 Q4	$4.2M	Sell	42,033 -837	-2%	-$88K	1.02%	39
2023 Q3	$5.04M	Buy	42,870 +31,090	+264%	+$3.41M	1.31%	32
2023 Q2	$1.26M	Buy	11,780 +6,079	+107%	+$663K	0.31%	59
2023 Q1	$625K	Sell	5,701 -1,491	-21%	-$165K	0.16%	72
2022 Q4	$793K	Sell	7,192 -278	-4%	-$29.8K	0.21%	69
2022 Q3	$652K	Buy	7,470 +3,221	+76%	+$294K	0.19%	72
2022 Q2	$364K	Sell	4,249 -156	-4%	-$14.1K	0.1%	83
2022 Q1	$364K	Sell	4,405 -25,416	-85%	-$1.98M	0.08%	89
2021 Q4	$1.82M	Buy	29,821 +174	+0.6%	+$10.9K	0.41%	57
2021 Q3	$1.74M	Buy	29,647 +1,894	+7%	+$108K	0.43%	56
2021 Q2	$1.75M	Sell	27,753 -3,112	-10%	-$186K	0.45%	53
2021 Q1	$1.72M	Sell	30,865 -2,146	-7%	-$113K	0.47%	54
2020 Q4	$1.36M	Sell	33,011 -648	-2%	-$24.3K	0.39%	58
2020 Q3	$1.16M	Buy	33,659 +68	+0.2%	+$2.78K	0.37%	59
2020 Q2	$1.5M	Buy	33,591 +638	+2%	+$28.6K	0.51%	52
2020 Q1	$1.25M	Buy	32,953 +5,559	+20%	+$307K	0.48%	56
2019 Q4	$1.91M	Sell	27,394 -98	-0.4%	-$6.78K	0.62%	50
2019 Q3	$1.94M	Buy	27,492 +200	+0.7%	+$14.5K	0.6%	50
2019 Q2	$2.09M	Buy	27,292 +8,044	+42%	+$623K	0.6%	48
2019 Q1	$1.55M	Buy	19,248 +3,265	+20%	+$249K	0.47%	53
2018 Q4	$1.09M	Buy	15,983 +2,967	+23%	+$233K	0.38%	65
2018 Q3	$1.11M	Buy	13,016 +422	+3%	+$34.5K	0.35%	67
2018 Q2	$1.04M	Sell	12,594 -3,226	-20%	-$257K	0.35%	66
2018 Q1	$1.18M	Sell	15,820 -1,281	-7%	-$102K	0.26%	90
2017 Q4	$1.43M	Sell	17,101 -195	-1%	-$16.1K	0.28%	89
2017 Q3	$1.42M	Sell	17,296 -430	-2%	-$34.1K	0.3%	82
2017 Q2	$1.43M	Buy	17,726 +715	+4%	+$58.5K	0.31%	80
2017 Q1	$1.4M	Sell	17,011 -316	-2%	-$26.4K	0.33%	77
2016 Q4	$1.56M	Sell	17,327 -743	-4%	-$64.9K	0.41%	69
2016 Q3	$1.58M	Buy	18,070 +910	+5%	+$80.7K	0.46%	67
2016 Q2	$1.61M	Buy	17,160 +4,215	+33%	+$373K	0.55%	61
2016 Q1	$1.08M	Sell	12,945 -1,538	-11%	-$123K	0.54%	55
2015 Q4	$1.13M	Buy	14,483 +379	+3%	+$30.3K	0.64%	54
2015 Q3	$1.05M	Buy	14,104 +507	+4%	+$39.1K	0.63%	54
2015 Q2	$1.13M	Buy	13,597 +1,398	+11%	+$120K	0.68%	52
2015 Q1	$1.04M	Sell	12,199 -35,205	-74%	-$3.12M	0.63%	58
2014 Q4	$4.38M	Buy	+47,404	New	+$4.42M	2.57%	6

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

First Personal Financial Services's XOM Position: Q3 2024 in Review

First Personal Financial Services increased its ExxonMobil (XOM) stake by 1.8% in Q3 2024, buying an estimated $86.1K and bringing the position to 43,280 shares worth $5.07M. The position accounts for 1.07% of the portfolio, ranked #38.

First Personal Financial Services first reported a position in XOM in Q4 2014 and has held it in 40 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

First Personal Financial Services held 43,280 shares of ExxonMobil worth $5.07M as of Q3 2024.
First Personal Financial Services bought 746 ExxonMobil shares in Q3 2024, an estimated $86.1K.
ExxonMobil made up 1.07% of First Personal Financial Services's portfolio in Q3 2024, its #38 holding.
First Personal Financial Services first reported a position in ExxonMobil in Q4 2014 and has held it in 40 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.