New Potomac Partners’s ExxonMobil XOM Stock Holding History

New Potomac Partners’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	$676K	Hold	5,767	–	–	0.35%	60
2024 Q2	$664K	Hold	5,767	–	–	0.36%	60
2024 Q1	$670K	Hold	5,767	–	–	0.37%	60
2023 Q4	$577K	Buy	5,767 +3,767	+188%	+$396K	0.34%	60
2023 Q3	$235K	Hold	2,000	–	–	0.16%	71
2023 Q2	$215K	Hold	2,000	–	–	0.14%	71
2023 Q1	$219K	Hold	2,000	–	–	0.15%	69
2022 Q4	$221K	Buy	+2,000	New	+$214K	0.16%	70
2020 Q4	–	Sell	-650	Closed	-$22K	–	123
2020 Q3	$22K	Hold	650	–	–	0.02%	105
2020 Q2	$29K	Sell	650 -680	-51%	-$30.5K	0.03%	102
2020 Q1	$51K	Sell	1,330 -250	-16%	-$13.8K	0.06%	91
2019 Q4	$110K	Sell	1,580 -300	-16%	-$20.7K	0.1%	78
2019 Q3	$133K	Sell	1,880 -75	-4%	-$5.42K	0.13%	73
2019 Q2	$150K	Sell	1,955 -350	-15%	-$27.1K	0.15%	69
2019 Q1	$186K	Sell	2,305 -125	-5%	-$9.53K	0.19%	63
2018 Q4	$166K	Sell	2,430 -120	-5%	-$9.41K	0.18%	64
2018 Q3	$217K	Sell	2,550 -130	-5%	-$10.6K	0.2%	57
2018 Q2	$222K	Sell	2,680 -1,050	-28%	-$83.7K	0.21%	58
2018 Q1	$278K	Sell	3,730 -100	-3%	-$7.99K	0.27%	57
2017 Q4	$320K	Buy	+3,830	New	+$317K	0.31%	57

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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 Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return