FWMM
XOM icon

Foundation Wealth Management (Missouri)’s ExxonMobil XOM Stock Holding History

Foundation Wealth Management (Missouri)’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 		– Sell
-1,807
Closed -$208K – 49
2024
Q2 		$208K Sell
1,807
-589
-25% -$68.6K 0.16% 43
2024
Q1 		$279K Buy
+2,396
New +$251K 0.23% 31
2023
Q4 		– Sell
-8,556
Closed -$1.01M – 41
2023
Q3 		$1.01M Hold
8,556
– – 1.01% 23
2023
Q2 		$918K Buy
8,556
+1
+0% +$109 0.9% 24
2023
Q1 		$938K Sell
8,555
-34
-0.4% -$3.76K 0.97% 23
2022
Q4 		$947K Buy
+8,589
New +$920K 0.96% 25

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

Foundation Wealth Management (Missouri)'s XOM Position: Q3 2024 in Review

Foundation Wealth Management (Missouri) sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 1,807 shares — an estimated $208K sold.

Foundation Wealth Management (Missouri) first reported a position in XOM in Q4 2022 and held it in 6 quarters. The position peaked at $1.01M in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Foundation Wealth Management (Missouri) reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 1,807 ExxonMobil shares in Q3 2024, an estimated $208K.
  • Foundation Wealth Management (Missouri) first reported a position in ExxonMobil in Q4 2022 and held it in 6 quarters.
  • Foundation Wealth Management (Missouri)'s ExxonMobil position peaked at $1.01M in Q3 2023.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q3 2024, filed 29 Oct 2024.