Wealth Management Resources’s ExxonMobil XOM Stock Holding History

Wealth Management Resources’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 Q2	–	Sell	-2,407	Closed	-$280K	–	40
2024 Q1	$280K	Buy	2,407 +82	+4%	+$8.58K	0.12%	37
2023 Q4	$233K	Buy	2,325 +501	+27%	+$52.7K	0.11%	38
2023 Q3	$215K	Buy	+1,824	New	+$200K	0.1%	40

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Management Resources's XOM Position: Q2 2024 in Review

Wealth Management Resources sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 2,407 shares — an estimated $280K sold.

Wealth Management Resources first reported a position in XOM in Q3 2023 and held it in 3 quarters. The position peaked at $280K in Q1 2024. 3,929 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Wealth Management Resources reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Wealth Management Resources sold 2,407 ExxonMobil shares in Q2 2024, an estimated $280K.
Wealth Management Resources first reported a position in ExxonMobil in Q3 2023 and held it in 3 quarters.
Wealth Management Resources's ExxonMobil position peaked at $280K in Q1 2024.
3,929 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Wealth Management Resources's 13F filing for Q2 2024, filed 17 Jul 2024.