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Altshuler Shaham’s ExxonMobil XOM Stock Holding History

Altshuler Shaham’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
2023
Q3 		– Sell
-3,609,852
Closed -$387M – 345
2023
Q2 		$387M Buy
3,609,852
+15,249
+0.4% +$1.66M 6.8% 4
2023
Q1 		$394M Buy
+3,594,603
New +$398M 8.62% 3
2022
Q4 		– Sell
-45
Closed -$4K – 620
2022
Q3 		$4K Sell
45
-1,328
-97% -$121K ﹤0.01% 446
2022
Q2 		$118K Buy
1,373
+1,308
+2,012% +$118K ﹤0.01% 176
2022
Q1 		$5K Buy
+65
New +$5.05K ﹤0.01% 518
2021
Q3 		– Sell
-117
Closed -$7K – 679
2021
Q2 		$7K Buy
+117
New +$6.99K ﹤0.01% 578
2018
Q2 		– Sell
-230
Closed -$17K – 259
2018
Q1 		$17K Sell
230
-1
-0.4% -$80 ﹤0.01% 166
2017
Q4 		$19K Buy
+231
New +$19.1K ﹤0.01% 129

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altshuler Shaham's XOM Position: Q3 2023 in Review

Altshuler Shaham sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 3,609,852 shares — an estimated $387M sold.

Altshuler Shaham first reported a position in XOM in Q4 2017 and held it in 8 quarters. The position peaked at $394M in Q1 2023. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

  • Altshuler Shaham reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
  • Altshuler Shaham sold 3,609,852 ExxonMobil shares in Q3 2023, an estimated $387M.
  • Altshuler Shaham first reported a position in ExxonMobil in Q4 2017 and held it in 8 quarters.
  • Altshuler Shaham's ExxonMobil position peaked at $394M in Q1 2023.
  • 3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Altshuler Shaham's 13F filing for Q3 2023, filed 13 Nov 2023.