LWMG LLC’s ExxonMobil XOM Stock Holding History

LWMG LLC’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	$1.7M	Buy	14,531 +12,634	+666%	+$1.46M	0.32%	26
2024 Q2	$218K	Buy	+1,897	New	+$221K	0.05%	84

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

LWMG LLC's XOM Position: Q3 2024 in Review

LWMG LLC increased its ExxonMobil (XOM) stake by 666% in Q3 2024, buying an estimated $1.46M and bringing the position to 14,531 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #26.

LWMG LLC first reported a position in XOM in Q2 2024 and has held it in 2 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

LWMG LLC held 14,531 shares of ExxonMobil worth $1.7M as of Q3 2024.
LWMG LLC bought 12,634 ExxonMobil shares in Q3 2024, an estimated $1.46M.
ExxonMobil made up 0.32% of LWMG LLC's portfolio in Q3 2024, its #26 holding.
LWMG LLC first reported a position in ExxonMobil in Q2 2024 and has held it in 2 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.