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Marks Wealth’s ExxonMobil XOM Stock Holding History

Marks Wealth’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
-1,718
Closed -$201K – 30
2024
Q3 		$201K Sell
1,718
-340
-17% -$39.3K 0.09% 25
2024
Q2 		$237K Hold
2,058
– – 0.1% 14
2024
Q1 		$239K Sell
2,058
-15
-0.7% -$1.57K 0.09% 12
2023
Q4 		$207K Hold
2,073
– – 0.11% 14
2023
Q3 		$244K Hold
2,073
– – 9.25% 5
2023
Q2 		$222K Sell
2,073
-68
-3% -$7.42K 0.23% 7
2023
Q1 		$235K Buy
2,141
+15
+0.7% +$1.66K 2.11% 7
2022
Q4 		$234K Buy
+2,126
New +$228K 0.98% 8

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marks Wealth's XOM Position: Q4 2024 in Review

Marks Wealth sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 1,718 shares — an estimated $201K sold.

Marks Wealth first reported a position in XOM in Q4 2022 and held it in 8 quarters. The position peaked at $244K in Q3 2023. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Marks Wealth reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
  • Marks Wealth sold 1,718 ExxonMobil shares in Q4 2024, an estimated $201K.
  • Marks Wealth first reported a position in ExxonMobil in Q4 2022 and held it in 8 quarters.
  • Marks Wealth's ExxonMobil position peaked at $244K in Q3 2023.
  • 4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

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