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TrinityPoint Wealth’s ExxonMobil XOM Stock Holding History

TrinityPoint Wealth’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 		$4.64M Sell
43,165
-327
-0.8% -$38.3K 0.65% 33
2024
Q3 		$5.1M Buy
43,492
+285
+0.7% +$32.9K 0.73% 29
2024
Q2 		$4.97M Buy
43,207
+2,835
+7% +$330K 0.78% 26
2024
Q1 		$4.69M Buy
40,372
+4,485
+12% +$469K 0.78% 25
2023
Q4 		$3.59M Sell
35,887
-29
-0.1% -$3.05K 0.65% 31
2023
Q3 		$4.22M Buy
35,916
+224
+0.6% +$24.6K 0.84% 22
2023
Q2 		$3.83M Buy
35,692
+260
+0.7% +$28.4K 0.75% 28
2023
Q1 		$3.89M Sell
35,432
-392
-1% -$43.4K 0.83% 28
2022
Q4 		$3.95M Buy
35,824
+5,216
+17% +$559K 0.9% 25
2022
Q3 		$2.67M Sell
30,608
-6,778
-18% -$619K 0.61% 39
2022
Q2 		$3.2M Buy
37,386
+203
+0.5% +$18.3K 0.71% 34
2022
Q1 		$3.07M Sell
37,183
-145
-0.4% -$11.3K 0.56% 50
2021
Q4 		$2.28M Sell
37,328
-2,993
-7% -$187K 0.41% 61
2021
Q3 		$2.37M Buy
40,321
+24,719
+158% +$1.41M 0.45% 57
2021
Q2 		$984K Buy
15,602
+3,419
+28% +$204K 0.2% 112
2021
Q1 		$680K Buy
12,183
+3,997
+49% +$210K 0.16% 130
2020
Q4 		$375K Sell
8,186
-2,573
-24% -$96.5K 0.09% 173
2020
Q3 		$369K Sell
10,759
-491
-4% -$20.1K 0.1% 165
2020
Q2 		$503K Sell
11,250
-2,822
-20% -$127K 0.16% 126
2020
Q1 		$534K Buy
14,072
+252
+2% +$13.9K 0.21% 116
2019
Q4 		$964K Sell
13,820
-14,763
-52% -$1.02M 0.33% 75
2019
Q3 		$2.05M Buy
28,583
+11,362
+66% +$822K 0.71% 35
2019
Q2 		$1.3M Sell
17,221
-86
-0.5% -$6.66K 0.62% 44
2019
Q1 		$1.4M Sell
17,307
-84
-0.5% -$6.4K 0.69% 40
2018
Q4 		$1.19M Buy
+17,391
New +$1.36M 0.73% 41

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

TrinityPoint Wealth's XOM Position: Q4 2024 in Review

TrinityPoint Wealth reduced its ExxonMobil (XOM) stake by 0.75% in Q4 2024, selling an estimated $38.3K and leaving 43,165 shares worth $4.64M. The position accounts for 0.65% of the portfolio, ranked #33.

TrinityPoint Wealth first reported a position in XOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.1M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

  • TrinityPoint Wealth held 43,165 shares of ExxonMobil worth $4.64M as of Q4 2024.
  • TrinityPoint Wealth sold 327 ExxonMobil shares in Q4 2024, an estimated $38.3K.
  • ExxonMobil made up 0.65% of TrinityPoint Wealth's portfolio in Q4 2024, its #33 holding.
  • TrinityPoint Wealth first reported a position in ExxonMobil in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's ExxonMobil position peaked at $5.1M in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.