Kolinsky Wealth Management’s ExxonMobil XOM Stock Holding History

Kolinsky 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 Q4	$359K	Sell	3,338 -232	-6%	-$27.1K	0.22%	97
2024 Q3	$419K	Sell	3,570 -250	-7%	-$28.9K	0.27%	81
2024 Q2	$440K	Buy	3,820 +309	+9%	+$36K	0.32%	69
2024 Q1	$408K	Buy	3,511 +13	+0.4%	+$1.36K	0.31%	73
2023 Q4	$350K	Sell	3,498 -214	-6%	-$22.5K	0.31%	79
2023 Q3	$437K	Sell	3,712 -36	-1%	-$3.95K	0.43%	52
2023 Q2	$400K	Buy	3,748 +482	+15%	+$52.6K	0.38%	67
2023 Q1	$358K	Sell	3,266 -166	-5%	-$18.4K	0.38%	62
2022 Q4	$379K	Buy	3,432 +65	+2%	+$6.96K	0.43%	56
2022 Q3	$294K	Buy	3,367 +57	+2%	+$5.2K	0.37%	64
2022 Q2	$283K	Buy	+3,310	New	+$299K	0.33%	75

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kolinsky Wealth Management's XOM Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its ExxonMobil (XOM) stake by 6.5% in Q4 2024, selling an estimated $27.1K and leaving 3,338 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #97.

Kolinsky Wealth Management first reported a position in XOM in Q2 2022 and has held it in 11 quarters since. The position peaked at $440K in Q2 2024. 4,270 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Kolinsky Wealth Management held 3,338 shares of ExxonMobil worth $359K as of Q4 2024.
Kolinsky Wealth Management sold 232 ExxonMobil shares in Q4 2024, an estimated $27.1K.
ExxonMobil made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #97 holding.
Kolinsky Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 11 quarters since.
Kolinsky Wealth Management's ExxonMobil position peaked at $440K in Q2 2024.
4,270 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.