Okabena Investment Services’s ExxonMobil XOM Stock Holding History

Okabena Investment Services’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	–	Sell	-3,462	Closed	-$399K	–	123
2024 Q2	$399K	Buy	+3,462	New	+$403K	0.13%	93
2023 Q3	–	Sell	-194	Closed	-$20.8K	–	156
2023 Q2	$20.8K	Buy	+194	New	+$21.2K	0.02%	91
2022 Q4	–	Sell	-3,462	Closed	-$302K	–	256
2022 Q3	$302K	Buy	+3,462	New	+$316K	0.15%	95
2021 Q1	–	Sell	-350	Closed	-$14K	–	82
2020 Q4	$14K	Hold	350	–	–	0.01%	70
2020 Q3	$12K	Hold	350	–	–	0.01%	73
2020 Q2	$16K	Buy	+350	New	+$15.7K	0.01%	69

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

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

Okabena Investment Services's XOM Position: Q3 2024 in Review

Okabena Investment Services sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 3,462 shares — an estimated $399K sold.

Okabena Investment Services first reported a position in XOM in Q2 2020 and held it in 6 quarters. The position peaked at $399K in Q2 2024. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Okabena Investment Services reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Okabena Investment Services sold 3,462 ExxonMobil shares in Q3 2024, an estimated $399K.
Okabena Investment Services first reported a position in ExxonMobil in Q2 2020 and held it in 6 quarters.
Okabena Investment Services's ExxonMobil position peaked at $399K in Q2 2024.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.