Pursue Wealth Partners’s ExxonMobil XOM Stock Holding History

Pursue Wealth Partners’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	-2,045	Closed	-$235K	–	124
2024 Q2	$235K	Buy	+2,045	New	+$238K	0.13%	100
2022 Q2	–	Sell	-164	Closed	-$13.9K	–	248
2022 Q1	$13.9K	Buy	+164	New	+$12.7K	0.01%	207

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

Pursue Wealth Partners's XOM Position: Q3 2024 in Review

Pursue Wealth Partners sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 2,045 shares — an estimated $235K sold.

Pursue Wealth Partners first reported a position in XOM in Q1 2022 and held it in 2 quarters. The position peaked at $235K in Q2 2024. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Pursue Wealth Partners reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Pursue Wealth Partners sold 2,045 ExxonMobil shares in Q3 2024, an estimated $235K.
Pursue Wealth Partners first reported a position in ExxonMobil in Q1 2022 and held it in 2 quarters.
Pursue Wealth Partners's ExxonMobil position peaked at $235K in Q2 2024.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Pursue Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.