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Kiely Wealth Advisory Group’s ExxonMobil XOM Stock Holding History

Kiely Wealth Advisory 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 		$103K Buy
926
+2
+0.2% +$234 0.07% 86
2024
Q3 		$111K Buy
924
+2
+0.2% +$231 0.07% 85
2024
Q2 		$108K Buy
922
+102
+12% +$11.9K 0.06% 72
2024
Q1 		$98.3K Buy
820
+2
+0.2% +$209 0.06% 73
2023
Q4 		$83.5K Buy
+818
New +$86K 0.05% 76

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

Kiely Wealth Advisory Group's XOM Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its ExxonMobil (XOM) stake by 0.22% in Q4 2024, buying an estimated $234 and bringing the position to 926 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #86.

Kiely Wealth Advisory Group first reported a position in XOM in Q4 2023 and has held it in 5 quarters since. The position peaked at $111K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Kiely Wealth Advisory Group held 926 shares of ExxonMobil worth $103K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 2 ExxonMobil shares in Q4 2024, an estimated $234.
  • ExxonMobil made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #86 holding.
  • Kiely Wealth Advisory Group first reported a position in ExxonMobil in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's ExxonMobil position peaked at $111K in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.