Prudent Man Advisors’s ExxonMobil XOM Stock Holding History

Prudent Man 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 Q1	–	Sell	-6,236	Closed	-$623K	–	196
2023 Q4	$623K	Buy	+6,236	New	+$655K	0.23%	98

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

Prudent Man Advisors's XOM Position: Q1 2024 in Review

Prudent Man Advisors sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 6,236 shares — an estimated $623K sold.

Prudent Man Advisors first reported a position in XOM in Q4 2023 and held it in 1 quarter. The position peaked at $623K in Q4 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Prudent Man Advisors reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Prudent Man Advisors sold 6,236 ExxonMobil shares in Q1 2024, an estimated $623K.
Prudent Man Advisors first reported a position in ExxonMobil in Q4 2023 and held it in 1 quarter.
Prudent Man Advisors's ExxonMobil position peaked at $623K in Q4 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Prudent Man Advisors's 13F filing for Q1 2024, filed 14 May 2024.