VitalStone Financial’s ExxonMobil XOM Stock Holding History

VitalStone Financial’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 Q3	$418K	Buy	3,564 +1,963	+123%	+$227K	0.28%	72
2024 Q2	$184K	Buy	1,601 +352	+28%	+$41K	0.13%	112
2024 Q1	$145K	Sell	1,249 -176	-12%	-$18.4K	0.11%	118
2023 Q4	$142K	Sell	1,425 -5	-0.3%	-$526	0.11%	109
2023 Q3	$148K	Sell	1,430 -40	-3%	-$4.39K	0.13%	92
2023 Q2	$161K	Buy	1,470 +760	+107%	+$82.9K	0.09%	140
2023 Q1	$43K	Sell	710 -646	-48%	-$71.5K	0.04%	111
2022 Q4	$150K	Buy	+1,356	New	+$145K	0.1%	69

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

VitalStone Financial's XOM Position: Q3 2024 in Review

VitalStone Financial increased its ExxonMobil (XOM) stake by 123% in Q3 2024, buying an estimated $227K and bringing the position to 3,564 shares worth $418K. The position accounts for 0.28% of the portfolio, ranked #72.

VitalStone Financial first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

VitalStone Financial held 3,564 shares of ExxonMobil worth $418K as of Q3 2024.
VitalStone Financial bought 1,963 ExxonMobil shares in Q3 2024, an estimated $227K.
ExxonMobil made up 0.28% of VitalStone Financial's portfolio in Q3 2024, its #72 holding.
VitalStone Financial first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.