Gateway Advisory’s ExxonMobil XOM Stock Holding History

Gateway Advisory’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	$3.87M	Sell	33,051 -244	-0.7%	-$28.2K	0.62%	37
2024 Q2	$3.83M	Buy	33,295 +776	+2%	+$90.4K	0.65%	37
2024 Q1	$3.78M	Sell	32,519 -1,158	-3%	-$121K	0.66%	37
2023 Q4	$3.37M	Sell	33,677 -347	-1%	-$36.5K	0.65%	36
2023 Q3	$4M	Buy	34,024 +2,131	+7%	+$234K	0.82%	25
2023 Q2	$3.42M	Buy	31,893 +2,250	+8%	+$245K	0.72%	25
2023 Q1	$3.25M	Sell	29,643 -3,714	-11%	-$411K	0.72%	27
2022 Q4	$3.68M	Buy	33,357 +22	+0.1%	+$2.36K	0.94%	17
2022 Q3	$2.91M	Buy	33,335 +1,715	+5%	+$157K	0.72%	26
2022 Q2	$2.71M	Sell	31,620 -164	-0.5%	-$14.8K	1.15%	19
2022 Q1	$2.63M	Buy	31,784 +4,014	+14%	+$312K	0.71%	31
2021 Q4	$1.7M	Sell	27,770 -2,135	-7%	-$133K	0.36%	35
2021 Q3	$1.76M	Buy	29,905 +2,060	+7%	+$117K	0.37%	39
2021 Q2	$1.76M	Buy	27,845 +274	+1%	+$16.4K	0.37%	38
2021 Q1	$1.54M	Hold	27,571	–	–	0.39%	37
2020 Q4	$1.14M	Hold	27,571	–	–	0.25%	42
2020 Q3	$947K	Sell	27,571 -1,485	-5%	-$60.7K	0.22%	40
2020 Q2	$1.3M	Buy	29,056 +1,374	+5%	+$61.6K	0.38%	33
2020 Q1	$1.05M	Sell	27,682 -2,688	-9%	-$148K	0.35%	32
2019 Q4	$2.12M	Sell	30,370 -2,998	-9%	-$207K	0.52%	29
2019 Q3	$2.36M	Buy	33,368 +3	+0%	+$217	0.8%	28
2019 Q2	$2.56M	Sell	33,365 -32	-0.1%	-$2.48K	0.66%	29
2019 Q1	$2.7M	Buy	33,397 +212	+0.6%	+$16.2K	0.7%	31
2018 Q4	$2.26M	Sell	33,185 -1,745	-5%	-$137K	0.95%	21
2018 Q3	$2.97M	Buy	34,930 +9,322	+36%	+$762K	0.78%	30
2018 Q2	$2.12M	Sell	25,608 -216	-0.8%	-$17.2K	0.6%	32
2018 Q1	$1.93M	Buy	25,824 +473	+2%	+$37.8K	0.56%	32
2017 Q4	$2.12M	Buy	25,351 +2,116	+9%	+$175K	0.59%	36
2017 Q3	$1.91M	Sell	23,235 -4,392	-16%	-$349K	0.57%	38
2017 Q2	$2.23M	Sell	27,627 -4,801	-15%	-$393K	0.69%	33
2017 Q1	$2.61M	Sell	32,428 -789	-2%	-$65.9K	0.84%	22
2016 Q4	$3M	Sell	33,217 -3,215	-9%	-$281K	1.03%	20
2016 Q3	$3.14M	Buy	36,432 +8,203	+29%	+$728K	1.14%	20
2016 Q2	$2.65M	Buy	28,229 +22,944	+434%	+$2.03M	1.03%	18
2016 Q1	$442K	Buy	5,285 +2	+0%	+$160	0.21%	27
2015 Q4	$412K	Buy	5,283 +1	+0%	+$80	0.19%	31
2015 Q3	$393K	Buy	5,282 +307	+6%	+$23.7K	0.19%	27
2015 Q2	$414K	Hold	4,975	–	–	0.18%	32
2015 Q1	$423K	Buy	4,975 +12	+0.2%	+$1.06K	0.19%	30
2014 Q4	$459K	Hold	4,963	–	–	0.21%	27
2014 Q3	$467K	Sell	4,963 -64	-1%	-$6.37K	0.21%	30
2014 Q2	$506K	Sell	5,027 -200	-4%	-$20.2K	0.23%	31
2014 Q1	$511K	Sell	5,227 -4,810	-48%	-$458K	0.25%	31
2013 Q4	$1.02M	Buy	+10,037	New	+$928K	0.56%	29

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

Gateway Advisory's XOM Position: Q3 2024 in Review

Gateway Advisory reduced its ExxonMobil (XOM) stake by 0.73% in Q3 2024, selling an estimated $28.2K and leaving 33,051 shares worth $3.87M. The position accounts for 0.62% of the portfolio, ranked #37.

Gateway Advisory first reported a position in XOM in Q4 2013 and has held it in 44 quarters since. The position peaked at $4M in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Gateway Advisory held 33,051 shares of ExxonMobil worth $3.87M as of Q3 2024.
Gateway Advisory sold 244 ExxonMobil shares in Q3 2024, an estimated $28.2K.
ExxonMobil made up 0.62% of Gateway Advisory's portfolio in Q3 2024, its #37 holding.
Gateway Advisory first reported a position in ExxonMobil in Q4 2013 and has held it in 44 quarters since.
Gateway Advisory's ExxonMobil position peaked at $4M in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.