Ledge Wealth Management’s ExxonMobil XOM Stock Holding History

Ledge 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
2023 Q4	$225K	Buy	+2,247	New	+$236K	0.09%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ledge Wealth Management's XOM Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in ExxonMobil (XOM) in Q4 2023: 2,247 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings.

3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Ledge Wealth Management held 2,247 shares of ExxonMobil worth $225K as of Q4 2023.
ExxonMobil was a new Ledge Wealth Management position in Q4 2023.
ExxonMobil made up 0.09% of Ledge Wealth Management's portfolio in Q4 2023, its #60 holding.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.