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Peninsula Wealth’s ExxonMobil XOM Stock Holding History

Peninsula Wealth’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 		$563K Buy
5,238
+16
+0.3% +$1.87K 0.1% 67
2024
Q3 		$630K Buy
5,222
+268
+5% +$30.9K 0.11% 63
2024
Q2 		$561K Buy
4,954
+1,322
+36% +$154K 0.1% 61
2024
Q1 		$422K Sell
3,632
-68
-2% -$7.12K 0.08% 68
2023
Q4 		$370K Buy
3,700
+136
+4% +$14.3K 0.08% 68
2023
Q3 		$390K Buy
3,564
+394
+12% +$43.2K 0.09% 54
2023
Q2 		$340K Buy
3,170
+136
+4% +$14.8K 0.09% 56
2023
Q1 		$333K Buy
3,034
+215
+8% +$23.8K 0.1% 53
2022
Q4 		$311K Sell
2,819
-297
-10% -$31.8K 0.1% 52
2022
Q3 		$272K Buy
3,116
+160
+5% +$14.6K 0.1% 53
2022
Q2 		$253K Buy
2,956
+67
+2% +$6.04K 0.09% 58
2022
Q1 		$239K Buy
+2,889
New +$225K 0.07% 60
2019
Q2 		– Sell
-2,635
Closed -$213K – 33
2019
Q1 		$213K Buy
+2,635
New +$201K 0.12% 28
2018
Q4 		– Sell
-2,865
Closed -$244K – 32
2018
Q3 		$244K Buy
2,865
+3
+0.1% +$245 0.13% 28
2018
Q2 		$237K Buy
+2,862
New +$228K 0.14% 30

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peninsula Wealth's XOM Position: Q4 2024 in Review

Peninsula Wealth increased its ExxonMobil (XOM) stake by 0.31% in Q4 2024, buying an estimated $1.87K and bringing the position to 5,238 shares worth $563K. The position accounts for 0.1% of the portfolio, ranked #67.

Peninsula Wealth first reported a position in XOM in Q2 2018 and has held it in 15 quarters since. The position peaked at $630K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Peninsula Wealth held 5,238 shares of ExxonMobil worth $563K as of Q4 2024.
  • Peninsula Wealth bought 16 ExxonMobil shares in Q4 2024, an estimated $1.87K.
  • ExxonMobil made up 0.1% of Peninsula Wealth's portfolio in Q4 2024, its #67 holding.
  • Peninsula Wealth first reported a position in ExxonMobil in Q2 2018 and has held it in 15 quarters since.
  • Peninsula Wealth's ExxonMobil position peaked at $630K in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.