First Trust Investment Solutions’s ExxonMobil XOM Stock Holding History

First Trust Investment Solutions’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	$10.7M	Buy	91,175 +29,930	+49%	+$3.46M	1.2%	13
2024 Q2	$7.05M	Buy	61,245 +2,899	+5%	+$338K	0.99%	28
2024 Q1	$6.78M	Buy	58,346 +4,342	+8%	+$454K	1.19%	28
2023 Q4	$5.4M	Buy	+54,004	New	+$5.68M	1.12%	28

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 Trust Investment Solutions's XOM Position: Q3 2024 in Review

First Trust Investment Solutions increased its ExxonMobil (XOM) stake by 49% in Q3 2024, buying an estimated $3.46M and bringing the position to 91,175 shares worth $10.7M. The position accounts for 1.2% of the portfolio, ranked #13.

First Trust Investment Solutions first reported a position in XOM in Q4 2023 and has held it in 4 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

First Trust Investment Solutions held 91,175 shares of ExxonMobil worth $10.7M as of Q3 2024.
First Trust Investment Solutions bought 29,930 ExxonMobil shares in Q3 2024, an estimated $3.46M.
ExxonMobil made up 1.2% of First Trust Investment Solutions's portfolio in Q3 2024, its #13 holding.
First Trust Investment Solutions first reported a position in ExxonMobil in Q4 2023 and has held it in 4 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.