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Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Fairhaven Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q4 2024 holdings

Shares (Q4 2024)
23,406
Value
$2.52M
% of portfolio
0.8%
Quarters held
8
Since Q4 2022
Holdings of XOM by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202423,406$2.52M0.8%−126−0.5%ReducedHolders
Q3 202423,532$2.76M0.8%+369+1.6%AddedHolders
Q2 202423,163$2.67M0.9%+500+2.2%AddedHolders
Q1 202422,663$2.63M0.9%+513+2.3%AddedHolders
Q4 202322,150$2.21M0.8%+3,357+17.9%AddedHolders
Q3 202318,793$2.21M0.9%+16,892+888.6%AddedHolders
Q2 20231,901$203.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,931$213.0K0.1%+1,931NewHolders