Partnership Wealth Management’s ExxonMobil XOM Stock Holding History

Partnership Wealth 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 Q4	–	Sell	-450	Closed	-$52.7K	–	188
2024 Q3	$52.7K	Hold	450	–	–	0.04%	118
2024 Q2	$51.8K	Hold	450	–	–	0.04%	141
2024 Q1	$52.3K	Hold	450	–	–	0.04%	145
2023 Q4	$46.3K	Buy	+450	New	+$47.3K	0.03%	146

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

Partnership Wealth Management's XOM Position: Q4 2024 in Review

Partnership Wealth Management sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 450 shares — an estimated $52.7K sold.

Partnership Wealth Management first reported a position in XOM in Q4 2023 and held it in 4 quarters. The position peaked at $52.7K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Partnership Wealth Management reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 450 ExxonMobil shares in Q4 2024, an estimated $52.7K.
Partnership Wealth Management first reported a position in ExxonMobil in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's ExxonMobil position peaked at $52.7K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.