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Source Financial Advisors’s ExxonMobil XOM Stock Holding History

Source Financial 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
Q3 		$497K Sell
4,236
-59
-1% -$6.81K 0.15% 70
2024
Q2 		$494K Buy
4,295
+384
+10% +$44.7K 0.15% 68
2024
Q1 		$455K Buy
3,911
+926
+31% +$96.9K 0.14% 73
2023
Q4 		$298K Buy
2,985
+9
+0.3% +$946 0.09% 104
2023
Q3 		$350K Sell
2,976
-74
-2% -$8.12K 0.12% 94
2023
Q2 		$327K Sell
3,050
-281
-8% -$30.7K 0.11% 104
2023
Q1 		$365K Buy
3,331
+71
+2% +$7.85K 0.12% 91
2022
Q4 		$360K Buy
3,260
+300
+10% +$32.1K 0.14% 92
2022
Q3 		$259K Buy
2,960
+250
+9% +$22.8K 0.1% 97
2022
Q2 		$232K Buy
2,710
+105
+4% +$9.47K 0.09% 102
2022
Q1 		$215K Buy
+2,605
New +$202K 0.06% 110

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

Source Financial Advisors's XOM Position: Q3 2024 in Review

Source Financial Advisors reduced its ExxonMobil (XOM) stake by 1.4% in Q3 2024, selling an estimated $6.81K and leaving 4,236 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #70.

Source Financial Advisors first reported a position in XOM in Q1 2022 and has held it in 11 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Source Financial Advisors held 4,236 shares of ExxonMobil worth $497K as of Q3 2024.
  • Source Financial Advisors sold 59 ExxonMobil shares in Q3 2024, an estimated $6.81K.
  • ExxonMobil made up 0.15% of Source Financial Advisors's portfolio in Q3 2024, its #70 holding.
  • Source Financial Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 11 quarters since.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.