Wellington Wealth Strategies’s ExxonMobil XOM Stock Holding History

Wellington Wealth Strategies’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	-8,435	Closed	-$985K	–	93
2024 Q3	$985K	Buy	+8,435	New	+$974K	0.75%	32
2024 Q2	–	Sell	-8,232	Closed	-$957K	–	183
2024 Q1	$957K	Buy	8,232 +1,983	+32%	+$207K	0.45%	65
2023 Q4	$625K	Buy	+6,249	New	+$657K	0.53%	40
2020 Q4	$625K	Buy	+6,249	New	+$234K	0.53%	40

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

Wellington Wealth Strategies's XOM Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 8,435 shares — an estimated $985K sold.

Wellington Wealth Strategies first reported a position in XOM in Q4 2020 and held it in 4 quarters. The position peaked at $985K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Wellington Wealth Strategies reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 8,435 ExxonMobil shares in Q4 2024, an estimated $985K.
Wellington Wealth Strategies first reported a position in ExxonMobil in Q4 2020 and held it in 4 quarters.
Wellington Wealth Strategies's ExxonMobil position peaked at $985K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

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