Northwest Bank & Trust’s ExxonMobil XOM Stock Holding History

Northwest Bank & Trust’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	$991K	Sell	8,405 -23	-0.3%	-$2.69K	0.73%	31
2024 Q3	$988K	Sell	8,428 -3	-0%	-$346	0.75%	30
2024 Q2	$971K	Sell	8,431 -169	-2%	-$19.7K	0.81%	24
2024 Q1	$1.02M	Sell	8,600 -125	-1%	-$13.1K	0.93%	25
2023 Q4	$872K	Buy	+8,725	New	+$917K	0.79%	36
2023 Q2	$924K	Buy	+8,617	New	+$940K	0.89%	31

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 $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northwest Bank & Trust's XOM Position: Q4 2024 in Review

Northwest Bank & Trust reduced its ExxonMobil (XOM) stake by 0.27% in Q4 2024, selling an estimated $2.69K and leaving 8,405 shares worth $991K. The position accounts for 0.73% of the portfolio, ranked #31.

Northwest Bank & Trust first reported a position in XOM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2024. 4,270 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Northwest Bank & Trust held 8,405 shares of ExxonMobil worth $991K as of Q4 2024.
Northwest Bank & Trust sold 23 ExxonMobil shares in Q4 2024, an estimated $2.69K.
ExxonMobil made up 0.73% of Northwest Bank & Trust's portfolio in Q4 2024, its #31 holding.
Northwest Bank & Trust first reported a position in ExxonMobil in Q2 2023 and has held it in 6 quarters since.
Northwest Bank & Trust's ExxonMobil position peaked at $1.02M in Q1 2024.
4,270 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.