GWM
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Gray Wealth Management’s ExxonMobil XOM Stock Holding History

Gray 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
Q4 		$2.29M Buy
21,333
+2,120
+11% +$248K 0.87% 28
2024
Q3 		$2.25M Buy
19,213
+889
+5% +$103K 0.89% 27
2024
Q2 		$2.11M Buy
18,324
+902
+5% +$105K 0.91% 25
2024
Q1 		$2.03M Buy
17,422
+476
+3% +$49.8K 0.9% 25
2023
Q4 		$1.69M Sell
16,946
-1,601
-9% -$168K 0.82% 28
2023
Q3 		$2.18M Buy
18,547
+448
+2% +$49.1K 1.12% 21
2023
Q2 		$1.94M Sell
18,099
-230
-1% -$25.1K 0.98% 23
2023
Q1 		$2.01M Sell
18,329
-1,763
-9% -$195K 1.1% 20
2022
Q4 		$2.22M Buy
20,092
+1,907
+10% +$204K 1.28% 21
2022
Q3 		$1.59M Buy
18,185
+115
+0.6% +$10.5K 1.01% 22
2022
Q2 		$1.55M Buy
18,070
+362
+2% +$32.7K 0.94% 24
2022
Q1 		$1.46M Buy
17,708
+2,551
+17% +$198K 0.75% 28
2021
Q4 		$927K Buy
15,157
+892
+6% +$55.8K 0.46% 41
2021
Q3 		$839K Buy
14,265
+322
+2% +$18.4K 0.47% 41
2021
Q2 		$880K Buy
13,943
+443
+3% +$26.4K 0.51% 37
2021
Q1 		$754K Buy
13,500
+4,228
+46% +$222K 0.48% 41
2020
Q4 		$380K Buy
9,272
+197
+2% +$7.39K 0.26% 66
2020
Q3 		$314K Sell
9,075
-218
-2% -$8.91K 0.25% 68
2020
Q2 		$412K Buy
9,293
+3,015
+48% +$135K 0.36% 56
2020
Q1 		$237K Buy
+6,278
New +$347K 0.26% 75

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

Gray Wealth Management's XOM Position: Q4 2024 in Review

Gray Wealth Management increased its ExxonMobil (XOM) stake by 11% in Q4 2024, buying an estimated $248K and bringing the position to 21,333 shares worth $2.29M. The position accounts for 0.87% of the portfolio, ranked #28.

Gray Wealth Management first reported a position in XOM in Q1 2020 and has held it in 20 quarters since. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Gray Wealth Management held 21,333 shares of ExxonMobil worth $2.29M as of Q4 2024.
  • Gray Wealth Management bought 2,120 ExxonMobil shares in Q4 2024, an estimated $248K.
  • ExxonMobil made up 0.87% of Gray Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Gray Wealth Management first reported a position in ExxonMobil in Q1 2020 and has held it in 20 quarters since.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.