Taylor Hoffman Wealth Management’s ExxonMobil XOM Stock Holding History

Taylor Hoffman 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 Q2	$1.06M	Buy	9,215 +300	+3%	+$34.9K	0.43%	51
2024 Q1	$1.04M	Hold	8,915	–	–	0.44%	53
2023 Q4	$891K	Hold	8,915	–	–	0.4%	54
2023 Q3	$1.05M	Hold	8,915	–	–	0.54%	46
2023 Q2	$956K	Buy	8,915 +3,279	+58%	+$358K	0.48%	54
2023 Q1	$618K	Buy	5,636 +1,340	+31%	+$148K	0.34%	61
2022 Q4	$474K	Sell	4,296 -22,554	-84%	-$2.42M	0.29%	67
2022 Q3	$2.34M	Sell	26,850 -521	-2%	-$47.6K	1.23%	32
2022 Q2	$2.4M	Hold	27,371	–	–	1.18%	35
2022 Q1	$2.26M	Buy	27,371 +17	+0.1%	+$1.32K	0.91%	42
2021 Q4	$1.67M	Buy	27,354 +600	+2%	+$37.5K	0.64%	51
2021 Q3	$1.63M	Hold	26,754	–	–	0.7%	51
2021 Q2	$1.69M	Sell	26,754 -1,200	-4%	-$71.6K	0.73%	50
2021 Q1	$1.56M	Sell	27,954 -556	-2%	-$29.1K	0.71%	52
2020 Q4	$1.18M	Sell	28,510 -1,920	-6%	-$72K	0.6%	60
2020 Q3	$1.04M	Sell	30,430 -2,998	-9%	-$123K	0.61%	58
2020 Q2	$1.5M	Buy	33,428 +1,554	+5%	+$69.7K	0.94%	35
2020 Q1	$1.21M	Sell	31,874 -4,152	-12%	-$229K	1.16%	30
2019 Q4	$2.51M	Sell	36,026 -385	-1%	-$26.6K	1.62%	13
2019 Q3	$2.57M	Buy	36,411 +2,302	+7%	+$166K	1.83%	9
2019 Q2	$2.61M	Sell	34,109 -5,804	-15%	-$449K	2.1%	8
2019 Q1	$3.23M	Buy	39,913 +2,296	+6%	+$175K	2.39%	4
2018 Q4	$2.56M	Sell	37,617 -3,465	-8%	-$272K	2.3%	5
2018 Q3	$3.49M	Sell	41,082 -1,060	-3%	-$86.7K	2.76%	3
2018 Q2	$3.49M	Sell	42,142 -4,700	-10%	-$374K	3.02%	3
2018 Q1	$3.5M	Sell	46,842 -1,701	-4%	-$136K	3.2%	3
2017 Q4	$4.06M	Buy	+48,543	New	+$4.01M	3.88%	2

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

Taylor Hoffman Wealth Management's XOM Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its ExxonMobil (XOM) stake by 3.4% in Q2 2024, buying an estimated $34.9K and bringing the position to 9,215 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #51.

Taylor Hoffman Wealth Management first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.06M in Q4 2017. 3,924 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Taylor Hoffman Wealth Management held 9,215 shares of ExxonMobil worth $1.06M as of Q2 2024.
Taylor Hoffman Wealth Management bought 300 ExxonMobil shares in Q2 2024, an estimated $34.9K.
ExxonMobil made up 0.43% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #51 holding.
Taylor Hoffman Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
Taylor Hoffman Wealth Management's ExxonMobil position peaked at $4.06M in Q4 2017.
3,924 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.