HF
XOM icon

Halpern Financial’s ExxonMobil XOM Stock Holding History

Halpern 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 		$5.29M Buy
43,551
+2,092
+5% +$242K 1.36% 21
2024
Q2 		$4.77M Buy
41,459
+2,864
+7% +$334K 1.31% 20
2024
Q1 		$4.6M Sell
38,595
-3,016
-7% -$316K 1.34% 19
2023
Q4 		$4.3M Buy
41,611
+2,677
+7% +$281K 1.33% 19
2023
Q3 		$4.58M Sell
38,934
-458
-1% -$50.2K 1.58% 18
2023
Q2 		$4.22M Hold
39,392
– – 1.45% 18
2023
Q1 		$4.32M Sell
39,392
-1,000
-2% -$111K 1.55% 18
2022
Q4 		$4.46M Sell
40,392
-1,890
-4% -$203K 1.63% 16
2022
Q3 		$3.69M Buy
42,282
+106
+0.3% +$9.68K 1.46% 17
2022
Q2 		$3.61M Sell
42,176
-5,397
-11% -$487K 1.41% 17
2022
Q1 		$3.93M Sell
47,573
-8,214
-15% -$638K 1.45% 14
2021
Q4 		$3.41M Sell
55,787
-13,492
-19% -$843K 1.46% 14
2021
Q3 		$4.08M Buy
69,279
+4,932
+8% +$281K 1.89% 12
2021
Q2 		$4.06M Sell
64,347
-12,408
-16% -$741K 1.91% 13
2021
Q1 		$4.29M Sell
76,755
-6,115
-7% -$321K 2.07% 11
2020
Q4 		$3.42M Sell
82,870
-713
-0.9% -$26.7K 1.78% 12
2020
Q3 		$2.87M Buy
83,583
+11,416
+16% +$467K 1.7% 12
2020
Q2 		$3.23M Buy
72,167
+48,331
+203% +$2.17M 2.14% 11
2020
Q1 		$905K Sell
23,836
-6,301
-21% -$348K 0.85% 15
2019
Q4 		$2.1M Buy
+30,137
New +$2.08M 1.64% 12

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

Halpern Financial's XOM Position: Q3 2024 in Review

Halpern Financial increased its ExxonMobil (XOM) stake by 5% in Q3 2024, buying an estimated $242K and bringing the position to 43,551 shares worth $5.29M. The position accounts for 1.36% of the portfolio, ranked #21.

Halpern Financial first reported a position in XOM in Q4 2019 and has held it in 20 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Halpern Financial held 43,551 shares of ExxonMobil worth $5.29M as of Q3 2024.
  • Halpern Financial bought 2,092 ExxonMobil shares in Q3 2024, an estimated $242K.
  • ExxonMobil made up 1.36% of Halpern Financial's portfolio in Q3 2024, its #21 holding.
  • Halpern Financial first reported a position in ExxonMobil in Q4 2019 and has held it in 20 quarters since.
  • 3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.