LifePro Asset Management’s ExxonMobil XOM Stock Holding History

LifePro Asset 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 Q3	$1.14M	Sell	9,747 -3,389	-26%	-$391K	0.7%	47
2024 Q2	$1.51M	Sell	13,136 -2,504	-16%	-$292K	1.08%	30
2024 Q1	$1.82M	Buy	15,640 +1,617	+12%	+$169K	1.2%	28
2023 Q4	$1.4M	Buy	14,023 +280	+2%	+$29.4K	1.08%	30
2023 Q3	$1.62M	Buy	13,743 +173	+1%	+$19K	1.33%	26
2023 Q2	$1.46M	Buy	13,570 +2,582	+23%	+$282K	1.12%	30
2023 Q1	$1.21M	Hold	10,988	–	–	0.88%	30
2022 Q4	$1.21M	Sell	10,988 -663	-6%	-$71K	0.89%	30
2022 Q3	$1.02M	Buy	11,651 +314	+3%	+$28.7K	0.58%	19
2022 Q2	$971K	Sell	11,337 -109	-1%	-$9.83K	0.5%	40
2022 Q1	$945K	Sell	11,446 -2,140	-16%	-$166K	0.34%	42
2021 Q4	$831K	Buy	13,586 +4,001	+42%	+$250K	0.25%	45
2021 Q3	$564K	Buy	9,585 +4,842	+102%	+$276K	0.17%	53
2021 Q2	$299K	Buy	4,743 +17	+0.4%	+$1.01K	0.09%	70
2021 Q1	$264K	Buy	+4,726	New	+$248K	0.08%	74

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

LifePro Asset Management's XOM Position: Q3 2024 in Review

LifePro Asset Management reduced its ExxonMobil (XOM) stake by 26% in Q3 2024, selling an estimated $391K and leaving 9,747 shares worth $1.14M. The position accounts for 0.7% of the portfolio, ranked #47.

LifePro Asset Management first reported a position in XOM in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2024. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

LifePro Asset Management held 9,747 shares of ExxonMobil worth $1.14M as of Q3 2024.
LifePro Asset Management sold 3,389 ExxonMobil shares in Q3 2024, an estimated $391K.
ExxonMobil made up 0.7% of LifePro Asset Management's portfolio in Q3 2024, its #47 holding.
LifePro Asset Management first reported a position in ExxonMobil in Q1 2021 and has held it in 15 quarters since.
LifePro Asset Management's ExxonMobil position peaked at $1.82M in Q1 2024.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.