Planning Capital Management Corporation’s ExxonMobil XOM Stock Holding History

Planning Capital Management Corporation’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	$1.5M	Sell	12,837 -213	-2%	-$24.6K	1%	30
2024 Q2	$1.5M	Buy	13,050 +2,719	+26%	+$317K	1.06%	28
2024 Q1	$1.2M	Buy	10,331 +11	+0.1%	+$1.15K	0.88%	29
2023 Q4	$1.03M	Buy	+10,320	New	+$1.08M	0.81%	28

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

Planning Capital Management Corporation's XOM Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its ExxonMobil (XOM) stake by 1.6% in Q3 2024, selling an estimated $24.6K and leaving 12,837 shares worth $1.5M. The position accounts for 1% of the portfolio, ranked #30.

Planning Capital Management Corporation first reported a position in XOM in Q4 2023 and has held it in 4 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Planning Capital Management Corporation held 12,837 shares of ExxonMobil worth $1.5M as of Q3 2024.
Planning Capital Management Corporation sold 213 ExxonMobil shares in Q3 2024, an estimated $24.6K.
ExxonMobil made up 1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #30 holding.
Planning Capital Management Corporation first reported a position in ExxonMobil in Q4 2023 and has held it in 4 quarters since.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.