HPFG
XOM icon

Hart & Patterson Financial Group’s ExxonMobil XOM Stock Holding History

Hart & Patterson Financial Group’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 		$579K Sell
5,379
-83
-2% -$9.71K 0.28% 48
2024
Q3 		$640K Buy
5,462
+16
+0.3% +$1.85K 0.3% 48
2024
Q2 		$627K Buy
5,446
+9
+0.2% +$1.05K 0.31% 44
2024
Q1 		$632K Hold
5,437
– – 0.31% 44
2023
Q4 		$544K Buy
+5,437
New +$571K 0.28% 40

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

Hart & Patterson Financial Group's XOM Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its ExxonMobil (XOM) stake by 1.5% in Q4 2024, selling an estimated $9.71K and leaving 5,379 shares worth $579K. The position accounts for 0.28% of the portfolio, ranked #48.

Hart & Patterson Financial Group first reported a position in XOM in Q4 2023 and has held it in 5 quarters since. The position peaked at $640K in Q3 2024. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Hart & Patterson Financial Group held 5,379 shares of ExxonMobil worth $579K as of Q4 2024.
  • Hart & Patterson Financial Group sold 83 ExxonMobil shares in Q4 2024, an estimated $9.71K.
  • ExxonMobil made up 0.28% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #48 holding.
  • Hart & Patterson Financial Group first reported a position in ExxonMobil in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's ExxonMobil position peaked at $640K in Q3 2024.
  • 4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.