Pinnacle Wealth Management’s ExxonMobil XOM Stock Holding History

Pinnacle 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 Q1	–	Sell	-15,952	Closed	-$1.59M	–	47
2023 Q4	$1.59M	Sell	15,952 -298	-2%	-$31.3K	1.82%	23
2023 Q3	$1.91M	Sell	16,250 -4,060	-20%	-$445K	2.32%	19
2023 Q2	$2.18M	Buy	+20,310	New	+$2.22M	2.2%	13
2022 Q4	$1.64M	Sell	14,896 -6,849	-31%	-$734K	1.98%	21
2022 Q3	$1.9M	Buy	21,745 +401	+2%	+$36.6K	2.31%	8
2022 Q2	$1.83M	Sell	21,344 -4,406	-17%	-$397K	2.57%	13
2022 Q1	$2.13M	Buy	+25,750	New	+$2M	2.49%	14

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Management's XOM Position: Q1 2024 in Review

Pinnacle Wealth Management sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 15,952 shares — an estimated $1.59M sold.

Pinnacle Wealth Management first reported a position in XOM in Q1 2022 and held it in 7 quarters. The position peaked at $2.18M in Q2 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Pinnacle Wealth Management reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Pinnacle Wealth Management sold 15,952 ExxonMobil shares in Q1 2024, an estimated $1.59M.
Pinnacle Wealth Management first reported a position in ExxonMobil in Q1 2022 and held it in 7 quarters.
Pinnacle Wealth Management's ExxonMobil position peaked at $2.18M in Q2 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Pinnacle Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.