Naples Money Management’s ExxonMobil XOM Stock Holding History

Naples Money 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	$1.32M	Sell	11,293 -200	-2%	-$23.1K	1.12%	28
2024 Q2	$1.32M	Sell	11,493 -102	-0.9%	-$11.9K	1.13%	28
2024 Q1	$1.35M	Sell	11,595 -2,516	-18%	-$263K	1.34%	26
2023 Q4	$1.41M	Buy	+14,111	New	+$1.48M	1.32%	30

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 $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

Naples Money Management's XOM Position: Q3 2024 in Review

Naples Money Management reduced its ExxonMobil (XOM) stake by 1.7% in Q3 2024, selling an estimated $23.1K and leaving 11,293 shares worth $1.32M. The position accounts for 1.12% of the portfolio, ranked #28.

Naples Money Management first reported a position in XOM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2023. 3,928 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Naples Money Management held 11,293 shares of ExxonMobil worth $1.32M as of Q3 2024.
Naples Money Management sold 200 ExxonMobil shares in Q3 2024, an estimated $23.1K.
ExxonMobil made up 1.12% of Naples Money Management's portfolio in Q3 2024, its #28 holding.
Naples Money Management first reported a position in ExxonMobil in Q4 2023 and has held it in 4 quarters since.
Naples Money Management's ExxonMobil position peaked at $1.41M in Q4 2023.
3,928 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.