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Sugarloaf Wealth Management’s ExxonMobil XOM Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$886K Buy
8,233
+598
+8% +$70K 0.17% 64
2024
Q3 		$895K Buy
7,635
+318
+4% +$36.7K 0.17% 63
2024
Q2 		$842K Buy
7,317
+3,455
+89% +$402K 0.17% 62
2024
Q1 		$449K Buy
3,862
+1,011
+35% +$106K 0.09% 95
2023
Q4 		$285K Sell
2,851
-3,446
-55% -$362K 0.07% 107
2023
Q3 		$740K Sell
6,297
-385
-6% -$42.2K 0.19% 62
2023
Q2 		$717K Buy
6,682
+257
+4% +$28K 0.17% 63
2023
Q1 		$705K Buy
6,425
+405
+7% +$44.8K 0.17% 60
2022
Q4 		$664K Sell
6,020
-7,228
-55% -$774K 0.17% 59
2022
Q3 		$1.15M Buy
13,248
+5,544
+72% +$506K 0.3% 45
2022
Q2 		$660K Buy
7,704
+1,466
+24% +$132K 0.17% 60
2022
Q1 		$517K Sell
6,238
-166
-3% -$12.9K 0.12% 70
2021
Q4 		$392K Sell
6,404
-161
-2% -$10.1K 0.09% 86
2021
Q3 		$386K Sell
6,565
-1,387
-17% -$79K 0.1% 79
2021
Q2 		$502K Buy
7,952
+11
+0.1% +$657 0.14% 69
2021
Q1 		$443 Sell
7,941
-89
-1% -$4.67K 0.13% 76
2020
Q4 		$331K Sell
8,030
-2,756
-26% -$103K 0.11% 83
2020
Q3 		$370K Sell
10,786
-1,541
-13% -$63K 0.13% 77
2020
Q2 		$551K Buy
12,327
+638
+5% +$28.6K 0.21% 58
2020
Q1 		$444K Buy
11,689
+1,435
+14% +$79.2K 0.2% 65
2019
Q4 		$716K Buy
+10,254
New +$709K 0.3% 60

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

Sugarloaf Wealth Management's XOM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its ExxonMobil (XOM) stake by 7.8% in Q4 2024, buying an estimated $70K and bringing the position to 8,233 shares worth $886K. The position accounts for 0.17% of the portfolio, ranked #64.

Sugarloaf Wealth Management first reported a position in XOM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2022. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • Sugarloaf Wealth Management held 8,233 shares of ExxonMobil worth $886K as of Q4 2024.
  • Sugarloaf Wealth Management bought 598 ExxonMobil shares in Q4 2024, an estimated $70K.
  • ExxonMobil made up 0.17% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Sugarloaf Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's ExxonMobil position peaked at $1.15M in Q3 2022.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.