Strategic Planning Group’s ExxonMobil XOM Stock Holding History

Strategic Planning 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 Q2	–	Sell	-12,844	Closed	-$1.49M	–	119
2024 Q1	$1.49M	Buy	12,844 +2,412	+23%	+$252K	0.37%	70
2023 Q4	$1.04M	Buy	+10,432	New	+$1.1M	0.35%	80

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

Strategic Planning Group's XOM Position: Q2 2024 in Review

Strategic Planning Group sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 12,844 shares — an estimated $1.49M sold.

Strategic Planning Group first reported a position in XOM in Q4 2023 and held it in 2 quarters. The position peaked at $1.49M in Q1 2024. 3,924 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Strategic Planning Group reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 12,844 ExxonMobil shares in Q2 2024, an estimated $1.49M.
Strategic Planning Group first reported a position in ExxonMobil in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's ExxonMobil position peaked at $1.49M in Q1 2024.
3,924 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.