TrueMark Investments’s ExxonMobil XOM Stock Holding History

TrueMark Investments’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	–	Sell	-41,522	Closed	-$4.87M	–	256
2024 Q3	$4.87M	Buy	41,522 +3,888	+10%	+$449K	1.56%	5
2024 Q2	$4.33M	Buy	37,634 +13,932	+59%	+$1.62M	1.48%	13
2024 Q1	$2.76M	Sell	23,702 -1,088	-4%	-$114K	2.53%	13
2023 Q4	$2.48M	Buy	+24,790	New	+$2.61M	2.46%	10

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

TrueMark Investments's XOM Position: Q4 2024 in Review

TrueMark Investments sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 41,522 shares — an estimated $4.87M sold.

TrueMark Investments first reported a position in XOM in Q4 2023 and held it in 4 quarters. The position peaked at $4.87M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

TrueMark Investments reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
TrueMark Investments sold 41,522 ExxonMobil shares in Q4 2024, an estimated $4.87M.
TrueMark Investments first reported a position in ExxonMobil in Q4 2023 and held it in 4 quarters.
TrueMark Investments's ExxonMobil position peaked at $4.87M in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.