FirstPurpose Wealth’s ExxonMobil XOM Stock Holding History

FirstPurpose Wealth’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 Q1	$347K	Buy	2,840 +152	+6%	+$15.9K	0.13%	150
2023 Q4	$269K	Sell	2,688 -8	-0.3%	-$841	0.1%	164
2023 Q3	$317K	Buy	2,696 +66	+3%	+$7.24K	0.14%	126
2023 Q2	$282K	Sell	2,630 -107	-4%	-$11.7K	0.12%	150
2023 Q1	$300K	Buy	2,737 +165	+6%	+$18.3K	0.15%	127
2022 Q4	$284K	Sell	2,572 -180	-7%	-$19.3K	0.16%	123
2022 Q3	$240K	Sell	2,752 -176	-6%	-$16.1K	0.16%	123
2022 Q2	$251K	Buy	+2,928	New	+$264K	0.17%	110

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FirstPurpose Wealth's XOM Position: Q1 2024 in Review

FirstPurpose Wealth increased its ExxonMobil (XOM) stake by 5.7% in Q1 2024, buying an estimated $15.9K and bringing the position to 2,840 shares worth $347K. The position accounts for 0.13% of the portfolio, ranked #150.

FirstPurpose Wealth first reported a position in XOM in Q2 2022 and has held it in 8 quarters since. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

FirstPurpose Wealth held 2,840 shares of ExxonMobil worth $347K as of Q1 2024.
FirstPurpose Wealth bought 152 ExxonMobil shares in Q1 2024, an estimated $15.9K.
ExxonMobil made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #150 holding.
FirstPurpose Wealth first reported a position in ExxonMobil in Q2 2022 and has held it in 8 quarters since.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.