Lake Hills Wealth Management’s ExxonMobil XOM Stock Holding History

Lake Hills 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	–	Sell	-2,341	Closed	-$274K	–	67
2024 Q3	$274K	Buy	+2,341	New	+$270K	0.18%	44

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

Lake Hills Wealth Management's XOM Position: Q4 2024 in Review

Lake Hills Wealth Management sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 2,341 shares — an estimated $274K sold.

Lake Hills Wealth Management first reported a position in XOM in Q3 2024 and held it in 1 quarter. The position peaked at $274K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Lake Hills Wealth Management reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Lake Hills Wealth Management sold 2,341 ExxonMobil shares in Q4 2024, an estimated $274K.
Lake Hills Wealth Management first reported a position in ExxonMobil in Q3 2024 and held it in 1 quarter.
Lake Hills Wealth Management's ExxonMobil position peaked at $274K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Lake Hills Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.