WR Wealth Planners’s ExxonMobil XOM Stock Holding History

WR Wealth Planners’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	$868K	Buy	8,066 +891	+12%	+$104K	0.28%	53
2024 Q3	$841K	Sell	7,175 -135	-2%	-$15.6K	0.23%	67
2024 Q2	$842K	Buy	7,310 +5	+0.1%	+$582	0.26%	58
2024 Q1	$849K	Sell	7,305 -17	-0.2%	-$1.78K	0.26%	55
2023 Q4	$732K	Buy	7,322 +228	+3%	+$24K	0.27%	64
2023 Q3	$834K	Sell	7,094 -118	-2%	-$12.9K	0.32%	51
2023 Q2	$773K	Buy	7,212 +2,343	+48%	+$256K	0.3%	59
2023 Q1	$534K	Buy	4,869 +4,817	+9,263%	+$533K	0.23%	68
2022 Q4	$5.74K	Sell	52 -2	-4%	-$214	﹤0.01%	317
2022 Q3	$4.71K	Buy	54 +14	+35%	+$1.28K	﹤0.01%	317
2022 Q2	$3.43K	Buy	+40	New	+$3.61K	﹤0.01%	382

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

WR Wealth Planners's XOM Position: Q4 2024 in Review

WR Wealth Planners increased its ExxonMobil (XOM) stake by 12% in Q4 2024, buying an estimated $104K and bringing the position to 8,066 shares worth $868K. The position accounts for 0.28% of the portfolio, ranked #53.

WR Wealth Planners first reported a position in XOM in Q2 2022 and has held it in 11 quarters since. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

WR Wealth Planners held 8,066 shares of ExxonMobil worth $868K as of Q4 2024.
WR Wealth Planners bought 891 ExxonMobil shares in Q4 2024, an estimated $104K.
ExxonMobil made up 0.28% of WR Wealth Planners's portfolio in Q4 2024, its #53 holding.
WR Wealth Planners first reported a position in ExxonMobil in Q2 2022 and has held it in 11 quarters since.
4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.