Peterson Financial Group’s ExxonMobil XOM Stock Holding History

Peterson Financial Group’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	$51.3K	Buy	+438	New	+$50.6K	0.2%	87
2023 Q1	–	Sell	-13,792	Closed	-$1.52M	–	75
2022 Q4	$1.52M	Sell	13,792 -7,644	-36%	-$819K	2.01%	13
2022 Q3	$1.87M	Buy	21,436 +1,472	+7%	+$134K	1.82%	14
2022 Q2	$1.71M	Buy	19,964 +592	+3%	+$53.4K	1.61%	24
2022 Q1	$1.6M	Sell	19,372 -1,255	-6%	-$97.6K	1.33%	32
2021 Q4	$1.26M	Buy	+20,627	New	+$1.29M	1.03%	41

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

Peterson Financial Group's XOM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in ExxonMobil (XOM) in Q3 2024: 438 shares worth $51.3K. The stake represents 0.2% of the portfolio and ranks #87 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in XOM as recently as Q4 2022.

Peterson Financial Group first reported a position in XOM in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2022. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Peterson Financial Group held 438 shares of ExxonMobil worth $51.3K as of Q3 2024.
ExxonMobil was a new Peterson Financial Group position in Q3 2024.
ExxonMobil made up 0.2% of Peterson Financial Group's portfolio in Q3 2024, its #87 holding.
Peterson Financial Group first reported a position in ExxonMobil in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's ExxonMobil position peaked at $1.87M in Q3 2022.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.