KIG
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Kowal Investment Group’s ExxonMobil XOM Stock Holding History

Kowal Investment 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
Q3 		$1.62M Sell
13,820
-5
-0% -$577 0.3% 52
2024
Q2 		$1.59M Buy
13,825
+1,653
+14% +$193K 0.32% 46
2024
Q1 		$1.41M Buy
12,172
+2,199
+22% +$230K 0.31% 50
2023
Q4 		$997K Sell
9,973
-1,026
-9% -$108K 0.23% 60
2023
Q3 		$1.29M Buy
10,999
+202
+2% +$22.2K 0.35% 37
2023
Q2 		$1.16M Sell
10,797
-1,567
-13% -$171K 0.31% 44
2023
Q1 		$1.36M Buy
12,364
+397
+3% +$43.9K 0.38% 35
2022
Q4 		$1.32M Sell
11,967
-36
-0.3% -$3.86K 0.39% 34
2022
Q3 		$1.05M Buy
12,003
+919
+8% +$83.9K 0.35% 35
2022
Q2 		$949K Buy
11,084
+925
+9% +$83.4K 0.31% 35
2022
Q1 		$839K Buy
10,159
+1,312
+15% +$102K 0.26% 42
2021
Q4 		$541K Buy
8,847
+690
+8% +$43.1K 0.16% 50
2021
Q3 		$480K Buy
8,157
+2,049
+34% +$117K 0.15% 52
2021
Q2 		$385K Sell
6,108
-98
-2% -$5.85K 0.14% 61
2021
Q1 		$346K Buy
6,206
+316
+5% +$16.6K 0.14% 60
2020
Q4 		$282K Buy
+5,890
New +$221K 0.13% 66

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

Kowal Investment Group's XOM Position: Q3 2024 in Review

Kowal Investment Group reduced its ExxonMobil (XOM) stake by 0.04% in Q3 2024, selling an estimated $577 and leaving 13,820 shares worth $1.62M. The position accounts for 0.3% of the portfolio, ranked #52.

Kowal Investment Group first reported a position in XOM in Q4 2020 and has held it in 16 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Kowal Investment Group held 13,820 shares of ExxonMobil worth $1.62M as of Q3 2024.
  • Kowal Investment Group sold 5 ExxonMobil shares in Q3 2024, an estimated $577.
  • ExxonMobil made up 0.3% of Kowal Investment Group's portfolio in Q3 2024, its #52 holding.
  • Kowal Investment Group first reported a position in ExxonMobil in Q4 2020 and has held it in 16 quarters since.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.