Milestone Investment Advisors’s ExxonMobil XOM Stock Holding History

Milestone Investment Advisors’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	–	Sell	-5,435	Closed	-$639K	–	440
2023 Q3	$639K	Buy	+5,435	New	+$596K	0.18%	55
2023 Q2	–	Sell	-5,431	Closed	-$596K	–	436
2023 Q1	$596K	Buy	+5,431	New	+$601K	0.18%	48

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

Milestone Investment Advisors's XOM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 5,435 shares — an estimated $639K sold.

Milestone Investment Advisors first reported a position in XOM in Q1 2023 and held it in 2 quarters. The position peaked at $639K in Q3 2023. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Milestone Investment Advisors reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Milestone Investment Advisors sold 5,435 ExxonMobil shares in Q4 2023, an estimated $639K.
Milestone Investment Advisors first reported a position in ExxonMobil in Q1 2023 and held it in 2 quarters.
Milestone Investment Advisors's ExxonMobil position peaked at $639K in Q3 2023.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.