Householder Group Estate & Retirement Specialist’s ExxonMobil XOM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$524K	Sell	4,879 -7,800	-62%	-$912K	0.39%	43
2024 Q3	$1.49M	Sell	12,679 -10,920	-46%	-$1.26M	0.43%	45
2024 Q2	$2.72M	Buy	23,599 +1,732	+8%	+$202K	0.76%	26
2024 Q1	$2.54M	Buy	21,867 +2,315	+12%	+$242K	0.76%	27
2023 Q4	$1.95M	Sell	19,552 -1,081	-5%	-$114K	0.64%	32
2023 Q3	$2.43M	Buy	+20,633	New	+$2.26M	0.87%	24
2023 Q1	$2.73M	Sell	24,916 -168	-0.7%	-$18.6K	1.05%	16
2022 Q4	$2.77M	Buy	25,084 +691	+3%	+$74K	4.13%	6
2022 Q3	$2.13M	Buy	24,393 +2,998	+14%	+$274K	0.88%	19
2022 Q2	$1.83M	Buy	21,395 +842	+4%	+$75.9K	0.82%	25
2022 Q1	$1.7M	Sell	20,553 -686	-3%	-$53.3K	0.68%	34
2021 Q4	$1.3M	Buy	+21,239	New	+$1.33M	0.48%	56

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

Householder Group Estate & Retirement Specialist's XOM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its ExxonMobil (XOM) stake by 62% in Q4 2024, selling an estimated $912K and leaving 4,879 shares worth $524K. The position accounts for 0.39% of the portfolio, ranked #43.

Householder Group Estate & Retirement Specialist first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.77M in Q4 2022. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,879 shares of ExxonMobil worth $524K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 7,800 ExxonMobil shares in Q4 2024, an estimated $912K.
ExxonMobil made up 0.39% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #43 holding.
Householder Group Estate & Retirement Specialist first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's ExxonMobil position peaked at $2.77M in Q4 2022.
4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.