ICA Group Wealth Management’s ExxonMobil XOM Stock Holding History

ICA Group 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 Q2	$662K	Sell	5,750 -10,802	-65%	-$1.26M	0.4%	41
2024 Q1	$1.92M	Buy	16,552 +1,444	+10%	+$151K	0.39%	50
2023 Q4	$1.51M	Buy	15,108 +1,480	+11%	+$156K	0.34%	62
2023 Q3	$1.6M	Hold	13,628	–	–	0.45%	51
2023 Q2	$1.46M	Sell	13,628 -22,099	-62%	-$2.41M	0.37%	60
2023 Q1	$3.92M	Buy	35,727 +923	+3%	+$102K	0.93%	23
2022 Q4	$3.85M	Sell	34,804 -63,774	-65%	-$6.83M	0.9%	20
2022 Q3	$8.61M	Buy	98,578 +44,872	+84%	+$4.1M	1.83%	9
2022 Q2	$5.05M	Sell	53,706 -341	-0.6%	-$30.8K	0.94%	20
2022 Q1	$5.34M	Buy	+54,047	New	+$4.2M	1.02%	19

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

ICA Group Wealth Management's XOM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its ExxonMobil (XOM) stake by 65% in Q2 2024, selling an estimated $1.26M and leaving 5,750 shares worth $662K. The position accounts for 0.4% of the portfolio, ranked #41.

ICA Group Wealth Management first reported a position in XOM in Q1 2022 and has held it in 10 quarters since. The position peaked at $8.61M in Q3 2022. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

ICA Group Wealth Management held 5,750 shares of ExxonMobil worth $662K as of Q2 2024.
ICA Group Wealth Management sold 10,802 ExxonMobil shares in Q2 2024, an estimated $1.26M.
ExxonMobil made up 0.4% of ICA Group Wealth Management's portfolio in Q2 2024, its #41 holding.
ICA Group Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's ExxonMobil position peaked at $8.61M in Q3 2022.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.