Trivant Custom Portfolio Group’s ExxonMobil XOM Stock Holding History

Trivant Custom Portfolio Group’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 Q1	–	Sell	-342	Closed	-$34.2K	–	201
2023 Q4	$34.2K	Hold	342	–	–	0.02%	121
2023 Q3	$40.2K	Hold	342	–	–	0.03%	102
2023 Q2	$36.7K	Hold	342	–	–	0.03%	124
2023 Q1	$37.5K	Buy	+342	New	+$37.8K	0.03%	137

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trivant Custom Portfolio Group's XOM Position: Q1 2024 in Review

Trivant Custom Portfolio Group sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 342 shares — an estimated $34.2K sold.

Trivant Custom Portfolio Group first reported a position in XOM in Q1 2023 and held it in 4 quarters. The position peaked at $40.2K in Q3 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Trivant Custom Portfolio Group reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Trivant Custom Portfolio Group sold 342 ExxonMobil shares in Q1 2024, an estimated $34.2K.
Trivant Custom Portfolio Group first reported a position in ExxonMobil in Q1 2023 and held it in 4 quarters.
Trivant Custom Portfolio Group's ExxonMobil position peaked at $40.2K in Q3 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2024, filed 17 Apr 2024.