SYSTM Wealth Solutions’s ExxonMobil XOM Stock Holding History

SYSTM Wealth Solutions’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	-6,462	Closed	-$744K	–	644
2024 Q2	$744K	Buy	6,462 +2,110	+48%	+$246K	0.17%	128
2024 Q1	$506K	Sell	4,352 -1,296	-23%	-$136K	0.06%	283
2023 Q4	$565K	Sell	5,648 -1,126	-17%	-$118K	0.08%	259
2023 Q3	$796K	Sell	6,774 -3,752	-36%	-$412K	0.12%	214
2023 Q2	$1.13M	Buy	10,526 +1,901	+22%	+$207K	0.15%	182
2023 Q1	$946K	Sell	8,625 -3,931	-31%	-$435K	0.15%	185
2022 Q4	$1.38M	Buy	+12,556	New	+$1.35M	0.17%	161

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

SYSTM Wealth Solutions's XOM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 6,462 shares — an estimated $744K sold.

SYSTM Wealth Solutions first reported a position in XOM in Q4 2022 and held it in 7 quarters. The position peaked at $1.38M in Q4 2022. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

SYSTM Wealth Solutions reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 6,462 ExxonMobil shares in Q3 2024, an estimated $744K.
SYSTM Wealth Solutions first reported a position in ExxonMobil in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's ExxonMobil position peaked at $1.38M in Q4 2022.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.