Pillar Wealth Advisors’s ExxonMobil XOM Stock Holding History

Pillar Wealth Advisors’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	-2,225	Closed	-$256K	–	58
2024 Q2	$256K	Buy	2,225 +142	+7%	+$16.5K	0.31%	52
2024 Q1	$242K	Hold	2,083	–	–	0.18%	64
2023 Q4	$208K	Sell	2,083 -20	-1%	-$2.1K	0.16%	68
2023 Q3	$247K	Hold	2,103	–	–	0.21%	60
2023 Q2	$226K	Sell	2,103 -142	-6%	-$15.5K	0.19%	64
2023 Q1	$246K	Buy	+2,245	New	+$248K	0.25%	56

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

Pillar Wealth Advisors's XOM Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 2,225 shares — an estimated $256K sold.

Pillar Wealth Advisors first reported a position in XOM in Q1 2023 and held it in 6 quarters. The position peaked at $256K in Q2 2024. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Pillar Wealth Advisors reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,225 ExxonMobil shares in Q3 2024, an estimated $256K.
Pillar Wealth Advisors first reported a position in ExxonMobil in Q1 2023 and held it in 6 quarters.
Pillar Wealth Advisors's ExxonMobil position peaked at $256K in Q2 2024.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.