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Insight Folios’s ExxonMobil XOM Stock Holding History

Insight Folios’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 		$8.48M Buy
72,329
+3,232
+5% +$373K 3.03% 7
2024
Q2 		$7.95M Buy
69,097
+197
+0.3% +$22.9K 3.26% 3
2024
Q1 		$8.01M Sell
68,900
-175
-0.3% -$18.3K 3.24% 3
2023
Q4 		$6.91M Buy
69,075
+2,673
+4% +$281K 2.99% 9
2023
Q3 		$7.81M Sell
66,402
-8,841
-12% -$970K 3.82% 2
2023
Q2 		$8.07M Buy
75,243
+1,564
+2% +$171K 3.38% 5
2023
Q1 		$8.08M Sell
73,679
-433
-0.6% -$47.9K 3.58% 3
2022
Q4 		$8.17M Sell
74,112
-20,178
-21% -$2.16M 3.69% 1
2022
Q3 		$8.23M Sell
94,290
-673
-0.7% -$61.4K 4.19% 1
2022
Q2 		$8.14M Buy
94,963
+3,864
+4% +$349K 3.87% 1
2022
Q1 		$7.52M Sell
91,099
-122
-0.1% -$9.48K 3.35% 5
2021
Q4 		$5.58M Buy
91,221
+1,465
+2% +$91.6K 2.62% 9
2021
Q3 		$5.28M Buy
89,756
+4,961
+6% +$283K 2.91% 7
2021
Q2 		$5.35M Buy
84,795
+3,098
+4% +$185K 3.14% 10
2021
Q1 		$4.56M Buy
81,697
+928
+1% +$48.7K 3.12% 13
2020
Q4 		$3.33M Buy
80,769
+9,178
+13% +$344K 2.47% 27
2020
Q3 		$2.46M Buy
71,591
+5,677
+9% +$232K 2.28% 30
2020
Q2 		$2.95M Buy
65,914
+8,926
+16% +$400K 2.83% 24
2020
Q1 		$2.16M Buy
56,988
+10,698
+23% +$591K 2.47% 24
2019
Q4 		$3.23M Buy
+46,290
New +$3.2M 2.87% 25

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

Insight Folios's XOM Position: Q3 2024 in Review

Insight Folios increased its ExxonMobil (XOM) stake by 4.7% in Q3 2024, buying an estimated $373K and bringing the position to 72,329 shares worth $8.48M. The position accounts for 3.03% of the portfolio, ranked #7.

Insight Folios first reported a position in XOM in Q4 2019 and has held it in 20 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Insight Folios held 72,329 shares of ExxonMobil worth $8.48M as of Q3 2024.
  • Insight Folios bought 3,232 ExxonMobil shares in Q3 2024, an estimated $373K.
  • ExxonMobil made up 3.03% of Insight Folios's portfolio in Q3 2024, its #7 holding.
  • Insight Folios first reported a position in ExxonMobil in Q4 2019 and has held it in 20 quarters since.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.