Ardevora Asset Management’s ExxonMobil XOM Stock Holding History

Ardevora Asset Management’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 Q4	$15.2M	Sell	151,817 -50,868	-25%	-$5.35M	1.35%	22
2023 Q3	$23.8M	Buy	+202,685	New	+$22.2M	1.17%	25
2015 Q2	–	Sell	-29,900	Closed	-$2.54M	–	97
2015 Q1	$2.54M	Buy	+29,900	New	+$2.65M	0.48%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ardevora Asset Management's XOM Position: Q4 2023 in Review

Ardevora Asset Management reduced its ExxonMobil (XOM) stake by 25% in Q4 2023, selling an estimated $5.35M and leaving 151,817 shares worth $15.2M. The position accounts for 1.35% of the portfolio, ranked #22.

Ardevora Asset Management first reported a position in XOM in Q1 2015 and has held it in 3 quarters since. The position peaked at $23.8M in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Ardevora Asset Management held 151,817 shares of ExxonMobil worth $15.2M as of Q4 2023.
Ardevora Asset Management sold 50,868 ExxonMobil shares in Q4 2023, an estimated $5.35M.
ExxonMobil made up 1.35% of Ardevora Asset Management's portfolio in Q4 2023, its #22 holding.
Ardevora Asset Management first reported a position in ExxonMobil in Q1 2015 and has held it in 3 quarters since.
Ardevora Asset Management's ExxonMobil position peaked at $23.8M in Q3 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.