Wells Financial Advisors’s ExxonMobil XOM Stock Holding History

Wells Financial Advisors’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	-77	Closed	-$9.03K	–	106
2024 Q3	$9.03K	Buy	+77	New	+$8.89K	0.01%	80

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

Wells Financial Advisors's XOM Position: Q4 2024 in Review

Wells Financial Advisors sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 77 shares — an estimated $9.03K sold.

Wells Financial Advisors first reported a position in XOM in Q3 2024 and held it in 1 quarter. The position peaked at $9.03K in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Wells Financial Advisors reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 77 ExxonMobil shares in Q4 2024, an estimated $9.03K.
Wells Financial Advisors first reported a position in ExxonMobil in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's ExxonMobil position peaked at $9.03K in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.