Geller Advisors’s ExxonMobil XOM Stock Holding History

Geller Advisors’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 Q4	$728K	Sell	6,768 -1,315	-16%	-$154K	0.05%	90
2024 Q3	$947K	Buy	8,083 +751	+10%	+$86.7K	0.07%	77
2024 Q2	$844K	Buy	7,332 +1,161	+19%	+$135K	0.06%	89
2024 Q1	$717K	Buy	6,171 +130	+2%	+$13.6K	0.06%	99
2023 Q4	$604K	Sell	6,041 -82	-1%	-$8.62K	0.06%	104
2023 Q3	$720K	Sell	6,123 -298	-5%	-$32.7K	0.08%	71
2023 Q2	$689K	Sell	6,421 -132	-2%	-$14.4K	0.09%	75
2023 Q1	$719K	Buy	6,553 +2,837	+76%	+$314K	0.11%	43
2022 Q4	$410K	Sell	3,716 -1,683	-31%	-$180K	0.07%	65
2022 Q3	$471K	Buy	5,399 +1,711	+46%	+$156K	0.1%	51
2022 Q2	$316K	Buy	3,688 +138	+4%	+$12.4K	0.07%	83
2022 Q1	$293K	Buy	3,550 +47	+1%	+$3.65K	0.05%	112
2021 Q4	$214K	Buy	+3,503	New	+$219K	0.04%	168
2021 Q3	–	Sell	-3,505	Closed	-$221K	–	169
2021 Q2	$221K	Buy	+3,505	New	+$209K	0.05%	125
2020 Q3	–	Sell	-5,619	Closed	-$251K	–	90
2020 Q2	$251K	Buy	+5,619	New	+$252K	0.08%	65
2020 Q1	–	Sell	-2,919	Closed	-$204K	–	81
2019 Q4	$204K	Sell	2,919 -712	-20%	-$49.2K	0.06%	56
2019 Q3	$256K	Sell	3,631 -148	-4%	-$10.7K	0.09%	49
2019 Q2	$290K	Buy	3,779 +155	+4%	+$12K	0.11%	21
2019 Q1	$293K	Buy	3,624 +569	+19%	+$43.4K	0.12%	22
2018 Q4	$208K	Sell	3,055 -845	-22%	-$66.3K	0.1%	27
2018 Q3	$332K	Hold	3,900	–	–	0.2%	22
2018 Q2	$323K	Hold	3,900	–	–	0.14%	21
2018 Q1	$291K	Hold	3,900	–	–	0.14%	20
2017 Q4	$326K	Hold	3,900	–	–	0.16%	21
2017 Q3	$320K	Hold	3,900	–	–	0.16%	19
2017 Q2	$315K	Hold	3,900	–	–	0.16%	20
2017 Q1	$320K	Hold	3,900	–	–	0.17%	17
2016 Q4	$352K	Sell	3,900 -1,706	-30%	-$149K	0.21%	17
2016 Q3	$489K	Buy	5,606 +84	+2%	+$7.45K	0.28%	15
2016 Q2	$518K	Hold	5,522	–	–	0.3%	12
2016 Q1	$462K	Sell	5,522 -945	-15%	-$75.7K	0.28%	16
2015 Q4	$504K	Buy	6,467 +945	+17%	+$75.5K	0.3%	15
2015 Q3	$411K	Hold	5,522	–	–	0.26%	15
2015 Q2	$459K	Hold	5,522	–	–	0.27%	18
2015 Q1	$469K	Hold	5,522	–	–	0.27%	18
2014 Q4	$511K	Buy	5,522 +1,235	+29%	+$115K	0.3%	18
2014 Q3	$403K	Buy	4,287 +419	+11%	+$41.7K	0.23%	22
2014 Q2	$389K	Buy	3,868 +1,478	+62%	+$149K	0.26%	15
2014 Q1	$233K	Sell	2,390 -845	-26%	-$80.5K	0.15%	22
2013 Q4	$327K	Sell	3,235 -1,064	-25%	-$98.4K	0.22%	17
2013 Q3	$370K	Hold	4,299	–	–	0.28%	15
2013 Q2	$388K	Buy	+4,299	New	+$387K	0.33%	15

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

Geller Advisors's XOM Position: Q4 2024 in Review

Geller Advisors reduced its ExxonMobil (XOM) stake by 16% in Q4 2024, selling an estimated $154K and leaving 6,768 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #90.

Geller Advisors first reported a position in XOM in Q2 2013 and has held it in 42 quarters since. The position peaked at $947K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Geller Advisors held 6,768 shares of ExxonMobil worth $728K as of Q4 2024.
Geller Advisors sold 1,315 ExxonMobil shares in Q4 2024, an estimated $154K.
ExxonMobil made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #90 holding.
Geller Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 42 quarters since.
Geller Advisors's ExxonMobil position peaked at $947K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.