Levy Wealth Management Group’s ExxonMobil XOM Stock Holding History

Levy Wealth Management 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 Q2	$203K	Sell	1,760 -506	-22%	-$58.9K	0.05%	99
2024 Q1	$227K	Hold	2,266	–	–	0.06%	97
2023 Q4	$227K	Buy	2,266 +16	+0.7%	+$1.68K	0.06%	97
2023 Q3	$265K	Sell	2,250 -1,798	-44%	-$197K	0.08%	91
2023 Q2	$434K	Buy	4,048 +18	+0.4%	+$1.96K	0.13%	63
2023 Q1	$442K	Buy	4,030 +1,705	+73%	+$189K	0.14%	59
2022 Q4	$256K	Buy	2,325 +4	+0.2%	+$429	0.09%	76
2022 Q3	$203K	Sell	2,321 -116	-5%	-$10.6K	0.09%	78
2022 Q2	$209K	Buy	+2,437	New	+$220K	0.1%	66

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

Levy Wealth Management Group's XOM Position: Q2 2024 in Review

Levy Wealth Management Group reduced its ExxonMobil (XOM) stake by 22% in Q2 2024, selling an estimated $58.9K and leaving 1,760 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #99.

Levy Wealth Management Group first reported a position in XOM in Q2 2022 and has held it in 9 quarters since. The position peaked at $442K in Q1 2023. 3,929 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Levy Wealth Management Group held 1,760 shares of ExxonMobil worth $203K as of Q2 2024.
Levy Wealth Management Group sold 506 ExxonMobil shares in Q2 2024, an estimated $58.9K.
ExxonMobil made up 0.05% of Levy Wealth Management Group's portfolio in Q2 2024, its #99 holding.
Levy Wealth Management Group first reported a position in ExxonMobil in Q2 2022 and has held it in 9 quarters since.
Levy Wealth Management Group's ExxonMobil position peaked at $442K in Q1 2023.
3,929 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.