ZF
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Zega Financial’s ExxonMobil XOM Stock Holding History

Zega 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 		$9.3M Buy
79,330
+3,975
+5% +$459K 1.41% 10
2024
Q2 		$8.67M Buy
75,355
+66,232
+726% +$7.71M 1.55% 11
2024
Q1 		$1.06M Sell
9,123
-9,339
-51% -$977K 0.36% 31
2023
Q4 		$1.85M Buy
+18,462
New +$1.94M 0.59% 22

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zega Financial's XOM Position: Q3 2024 in Review

Zega Financial increased its ExxonMobil (XOM) stake by 5.3% in Q3 2024, buying an estimated $459K and bringing the position to 79,330 shares worth $9.3M. The position accounts for 1.41% of the portfolio, ranked #10.

Zega Financial first reported a position in XOM in Q4 2023 and has held it in 4 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Zega Financial held 79,330 shares of ExxonMobil worth $9.3M as of Q3 2024.
  • Zega Financial bought 3,975 ExxonMobil shares in Q3 2024, an estimated $459K.
  • ExxonMobil made up 1.41% of Zega Financial's portfolio in Q3 2024, its #10 holding.
  • Zega Financial first reported a position in ExxonMobil in Q4 2023 and has held it in 4 quarters since.
  • 3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.