Sweet Financial Partners’s ExxonMobil XOM Stock Holding History

Sweet Financial 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	$667K	Sell	5,687 -267	-4%	-$30.8K	0.14%	108
2024 Q2	$685K	Sell	5,954 -357	-6%	-$41.6K	0.16%	98
2024 Q1	$734K	Sell	6,311 -7,830	-55%	-$819K	0.17%	94
2023 Q4	$1.41M	Sell	14,141 -1,184	-8%	-$124K	0.34%	64
2023 Q3	$1.8M	Buy	15,325 +563	+4%	+$61.8K	0.48%	44
2023 Q2	$1.58M	Buy	14,762 +4,988	+51%	+$544K	0.41%	54
2023 Q1	$1.07M	Buy	9,774 +2,679	+38%	+$296K	0.3%	64
2022 Q4	$783K	Sell	7,095 -1,284	-15%	-$138K	0.23%	62
2022 Q3	$732K	Buy	8,379 +6,049	+260%	+$552K	0.23%	61
2022 Q2	$200K	Sell	2,330 -99	-4%	-$8.93K	0.06%	162
2022 Q1	$201K	Buy	+2,429	New	+$189K	0.05%	169

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sweet Financial Partners's XOM Position: Q3 2024 in Review

Sweet Financial Partners reduced its ExxonMobil (XOM) stake by 4.5% in Q3 2024, selling an estimated $30.8K and leaving 5,687 shares worth $667K. The position accounts for 0.14% of the portfolio, ranked #108.

Sweet Financial Partners first reported a position in XOM in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2023. 3,935 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Sweet Financial Partners held 5,687 shares of ExxonMobil worth $667K as of Q3 2024.
Sweet Financial Partners sold 267 ExxonMobil shares in Q3 2024, an estimated $30.8K.
ExxonMobil made up 0.14% of Sweet Financial Partners's portfolio in Q3 2024, its #108 holding.
Sweet Financial Partners first reported a position in ExxonMobil in Q1 2022 and has held it in 11 quarters since.
Sweet Financial Partners's ExxonMobil position peaked at $1.8M in Q3 2023.
3,935 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.