FTDI
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First Trust Direct Indexing’s ExxonMobil XOM Stock Holding History

First Trust Direct Indexing’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 		– Sell
-156,123
Closed -$18.3M – 955
2024
Q3 		$18.3M Buy
156,123
+11,165
+8% +$1.29M 0.98% 11
2024
Q2 		$16.7M Buy
144,958
+33,344
+30% +$3.88M 1.03% 11
2024
Q1 		$13M Buy
111,614
+11,809
+12% +$1.24M 0.96% 11
2023
Q4 		$9.98M Buy
99,805
+14,502
+17% +$1.52M 0.89% 11
2023
Q3 		$10M Sell
85,303
-338
-0.4% -$37.1K 1.15% 9
2023
Q2 		$9.18M Sell
85,641
-922
-1% -$101K 1.02% 9
2023
Q1 		$9.49M Buy
86,563
+20,109
+30% +$2.22M 1.13% 8
2022
Q4 		$7.33M Sell
66,454
-7,054
-10% -$756K 0.97% 7
2022
Q3 		$6.42M Buy
73,508
+2,486
+4% +$227K 0.94% 8
2022
Q2 		$6.08M Buy
71,022
+3,304
+5% +$298K 0.85% 10
2022
Q1 		$5.59M Buy
67,718
+7,400
+12% +$575K 0.68% 16
2021
Q4 		$3.69M Buy
60,318
+1,527
+3% +$95.4K 0.48% 29
2021
Q3 		$3.46M Buy
58,791
+5,461
+10% +$311K 0.49% 32
2021
Q2 		$3.36M Buy
53,330
+25,213
+90% +$1.51M 0.5% 27
2021
Q1 		$1.57M Buy
28,117
+6,147
+28% +$322K 0.42% 45
2020
Q4 		$906K Buy
+21,970
New +$824K 0.24% 94

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

First Trust Direct Indexing's XOM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 156,123 shares — an estimated $18.3M sold.

First Trust Direct Indexing first reported a position in XOM in Q4 2020 and held it in 16 quarters. The position peaked at $18.3M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 156,123 ExxonMobil shares in Q4 2024, an estimated $18.3M.
  • First Trust Direct Indexing first reported a position in ExxonMobil in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's ExxonMobil position peaked at $18.3M in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.