Zimmermann Investment Management & Planning’s ExxonMobil XOM Stock Holding History

Zimmermann Investment Management & Planning’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	-3,956	Closed	-$464K	–	142
2024 Q3	$464K	Sell	3,956 -135	-3%	-$15.6K	0.14%	88
2024 Q2	$471K	Buy	4,091 +258	+7%	+$30K	0.16%	83
2024 Q1	$446K	Hold	3,833	–	–	0.16%	89
2023 Q4	$383K	Buy	3,833 +170	+5%	+$17.9K	0.16%	83
2023 Q3	$431K	Hold	3,663	–	–	0.21%	74
2023 Q2	$393K	Buy	3,663 +86	+2%	+$9.38K	0.18%	75
2023 Q1	$392K	Buy	3,577 +49	+1%	+$5.42K	0.2%	78
2022 Q4	$389K	Buy	3,528 +20	+0.6%	+$2.14K	0.22%	68
2022 Q3	$306K	Hold	3,508	–	–	0.19%	70
2022 Q2	$300K	Buy	3,508 +150	+4%	+$13.5K	0.21%	72
2022 Q1	$277K	Hold	3,358	–	–	0.16%	71
2021 Q4	$205K	Buy	+3,358	New	+$210K	0.12%	87

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

Zimmermann Investment Management & Planning's XOM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 3,956 shares — an estimated $464K sold.

Zimmermann Investment Management & Planning first reported a position in XOM in Q4 2021 and held it in 12 quarters. The position peaked at $471K in Q2 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 3,956 ExxonMobil shares in Q4 2024, an estimated $464K.
Zimmermann Investment Management & Planning first reported a position in ExxonMobil in Q4 2021 and held it in 12 quarters.
Zimmermann Investment Management & Planning's ExxonMobil position peaked at $471K in Q2 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.