Great Point Wealth Advisors’s ExxonMobil XOM Stock Holding History

Great Point Wealth 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
2023 Q4	–	Sell	-2,798	Closed	-$329K	–	65
2023 Q3	$329K	Sell	2,798 -337	-11%	-$37K	0.1%	54
2023 Q2	$336K	Sell	3,135 -88	-3%	-$9.6K	0.1%	51
2023 Q1	$353K	Sell	3,223 -128	-4%	-$14.2K	0.11%	50
2022 Q4	$370K	Sell	3,351 -326	-9%	-$34.9K	0.12%	49
2022 Q3	$321K	Sell	3,677 -1,700	-32%	-$155K	0.12%	52
2022 Q2	$460K	Sell	5,377 -200	-4%	-$18K	0.16%	48
2022 Q1	$461K	Buy	+5,577	New	+$434K	0.14%	39

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Point Wealth Advisors's XOM Position: Q4 2023 in Review

Great Point Wealth Advisors sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 2,798 shares — an estimated $329K sold.

Great Point Wealth Advisors first reported a position in XOM in Q1 2022 and held it in 7 quarters. The position peaked at $461K in Q1 2022. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Great Point Wealth Advisors reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 2,798 ExxonMobil shares in Q4 2023, an estimated $329K.
Great Point Wealth Advisors first reported a position in ExxonMobil in Q1 2022 and held it in 7 quarters.
Great Point Wealth Advisors's ExxonMobil position peaked at $461K in Q1 2022.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Great Point Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.