5L
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55I LLC’s ExxonMobil XOM Stock Holding History

55I LLC’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
2022
Q3 		$4.53M Buy
51,866
+33,760
+186% +$3.08M 0.13% 109
2022
Q2 		$1.55M Buy
18,106
+1,765
+11% +$159K 0.04% 198
2022
Q1 		$1.35M Buy
16,341
+1,432
+10% +$111K 0.03% 223
2021
Q4 		$912K Buy
14,909
+2,646
+22% +$165K 0.02% 253
2021
Q3 		$721K Buy
12,263
+386
+3% +$22K 0.02% 270
2021
Q2 		$749K Buy
11,877
+1,844
+18% +$110K 0.03% 211
2021
Q1 		$560K Buy
+10,033
New +$526K 0.03% 200
2020
Q4 		– Sell
-7,519
Closed -$258K – 301
2020
Q3 		$258K Buy
7,519
+1,872
+33% +$76.5K 0.02% 234
2020
Q2 		$253K Buy
+5,647
New +$253K 0.04% 185

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

55I LLC's XOM Position: Q3 2022 in Review

55I LLC increased its ExxonMobil (XOM) stake by 186% in Q3 2022, buying an estimated $3.08M and bringing the position to 51,866 shares worth $4.53M. The position accounts for 0.13% of the portfolio, ranked #109.

55I LLC first reported a position in XOM in Q2 2020 and has held it in 9 quarters since. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • 55I LLC held 51,866 shares of ExxonMobil worth $4.53M as of Q3 2022.
  • 55I LLC bought 33,760 ExxonMobil shares in Q3 2022, an estimated $3.08M.
  • ExxonMobil made up 0.13% of 55I LLC's portfolio in Q3 2022, its #109 holding.
  • 55I LLC first reported a position in ExxonMobil in Q2 2020 and has held it in 9 quarters since.
  • 3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.