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Pioneer Wealth Management Group’s ExxonMobil XOM Stock Holding History

Pioneer Wealth Management 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 		$256K Buy
2,186
+330
+18% +$38.1K 0.12% 37
2024
Q2 		$214K Buy
+1,856
New +$216K 0.11% 40

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

Pioneer Wealth Management Group's XOM Position: Q3 2024 in Review

Pioneer Wealth Management Group increased its ExxonMobil (XOM) stake by 18% in Q3 2024, buying an estimated $38.1K and bringing the position to 2,186 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #37.

Pioneer Wealth Management Group first reported a position in XOM in Q2 2024 and has held it in 2 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Pioneer Wealth Management Group held 2,186 shares of ExxonMobil worth $256K as of Q3 2024.
  • Pioneer Wealth Management Group bought 330 ExxonMobil shares in Q3 2024, an estimated $38.1K.
  • ExxonMobil made up 0.12% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #37 holding.
  • Pioneer Wealth Management Group first reported a position in ExxonMobil in Q2 2024 and has held it in 2 quarters since.
  • 3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.