Gimbal Financial’s ExxonMobil XOM Stock Holding History

Gimbal Financial’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	-1,904	Closed	-$216K	–	53
2024 Q2	$216K	Buy	+1,904	New	+$222K	0.16%	41

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

Gimbal Financial's XOM Position: Q3 2024 in Review

Gimbal Financial sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 1,904 shares — an estimated $216K sold.

Gimbal Financial first reported a position in XOM in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Gimbal Financial reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Gimbal Financial sold 1,904 ExxonMobil shares in Q3 2024, an estimated $216K.
Gimbal Financial first reported a position in ExxonMobil in Q2 2024 and held it in 1 quarter.
Gimbal Financial's ExxonMobil position peaked at $216K in Q2 2024.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Gimbal Financial's 13F filing for Q3 2024, filed 25 Oct 2024.