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Traverso Chambers Private Wealth Management’s ExxonMobil XOM Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$4.39M Buy
43,892
+22
+0.1% +$2.31K 1.07% 25
2023
Q3 		$5.16M Buy
43,870
+396
+0.9% +$43.4K 1.38% 22
2023
Q2 		$4.66M Sell
43,474
-419
-1% -$45.7K 1.22% 23
2023
Q1 		$4.81M Buy
43,893
+125
+0.3% +$13.8K 1.32% 22
2022
Q4 		$4.83M Sell
43,768
-126
-0.3% -$13.5K 1.39% 22
2022
Q3 		$3.83M Buy
43,894
+204
+0.5% +$18.6K 1.17% 24
2022
Q2 		$3.74M Sell
43,690
-531
-1% -$47.9K 1.25% 20
2022
Q1 		$3.65M Sell
44,221
-713
-2% -$55.4K 1.09% 21
2021
Q4 		$2.75M Buy
44,934
+339
+0.8% +$21.2K 0.82% 23
2021
Q3 		$2.62M Buy
44,595
+240
+0.5% +$13.7K 0.82% 22
2021
Q2 		$2.8M Buy
44,355
+5,953
+16% +$355K 0.88% 20
2021
Q1 		$2.14M Buy
38,402
+832
+2% +$43.6K 0.72% 22
2020
Q4 		$1.55M Buy
37,570
+654
+2% +$24.5K 0.56% 26
2020
Q3 		$1.27M Buy
36,916
+713
+2% +$29.1K 0.49% 29
2020
Q2 		$1.62M Sell
36,203
-5
-0% -$224 0.68% 23
2020
Q1 		$1.38M Sell
36,208
-7,644
-17% -$422K 0.65% 26
2019
Q4 		$3.06M Sell
43,852
-139
-0.3% -$9.61K 1.3% 16
2019
Q3 		$3.11M Buy
43,991
+35
+0.1% +$2.53K 1.48% 14
2019
Q2 		$3.33M Sell
43,956
-457
-1% -$35.4K 1.62% 14
2019
Q1 		$3.59M Sell
44,413
-212
-0.5% -$16.2K 1.76% 12
2018
Q4 		$3.04M Buy
+44,625
New +$3.5M 1.64% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Traverso Chambers Private Wealth Management's XOM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its ExxonMobil (XOM) stake by 0.05% in Q4 2023, buying an estimated $2.31K and bringing the position to 43,892 shares worth $4.39M. The position accounts for 1.07% of the portfolio, ranked #25.

Traverso Chambers Private Wealth Management first reported a position in XOM in Q4 2018 and has held it in 21 quarters since. The position peaked at $5.16M in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 43,892 shares of ExxonMobil worth $4.39M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 22 ExxonMobil shares in Q4 2023, an estimated $2.31K.
  • ExxonMobil made up 1.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #25 holding.
  • Traverso Chambers Private Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's ExxonMobil position peaked at $5.16M in Q3 2023.
  • 3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.