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FMFE Wealth Management’s ExxonMobil XOM Stock Holding History

FMFE Wealth Management’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
Q2 		$220K Hold
1,914
– – 0.2% 21
2024
Q1 		$222K Buy
+1,914
New +$200K 0.2% 18

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

FMFE Wealth Management's XOM Position: Q2 2024 in Review

FMFE Wealth Management held its ExxonMobil (XOM) position steady in Q2 2024 at 1,914 shares worth $220K. The position accounts for 0.2% of the portfolio, ranked #21.

FMFE Wealth Management first reported a position in XOM in Q1 2024 and has held it in 2 quarters since. The position peaked at $222K in Q1 2024. 3,924 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • FMFE Wealth Management held 1,914 shares of ExxonMobil worth $220K as of Q2 2024.
  • FMFE Wealth Management left its ExxonMobil share count unchanged in Q2 2024.
  • ExxonMobil made up 0.2% of FMFE Wealth Management's portfolio in Q2 2024, its #21 holding.
  • FMFE Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 2 quarters since.
  • FMFE Wealth Management's ExxonMobil position peaked at $222K in Q1 2024.
  • 3,924 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.