Arlington Partners’s ExxonMobil XOM Stock Holding History

Arlington Partners’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 Q1	–	Sell	-542	Closed	-$54.2K	–	254
2023 Q4	$54.2K	Sell	542 -328	-38%	-$34.5K	0.02%	136
2023 Q3	$102K	Sell	870 -3,221	-79%	-$353K	0.04%	112
2023 Q2	$439K	Buy	4,091 +252	+7%	+$27.5K	0.07%	93
2023 Q1	$421K	Buy	3,839 +1,238	+48%	+$137K	0.06%	92
2022 Q4	$287K	Sell	2,601 -370	-12%	-$39.6K	0.05%	78
2022 Q3	$259K	Hold	2,971	–	–	0.1%	76
2022 Q2	$254K	Sell	2,971 -1,000	-25%	-$90.2K	0.08%	88
2022 Q1	$328K	Buy	3,971 +936	+31%	+$72.8K	0.09%	87
2021 Q4	$186K	Sell	3,035 -1,272	-30%	-$79.5K	0.05%	124
2021 Q3	$253K	Buy	4,307 +3,300	+328%	+$188K	0.07%	92
2021 Q2	$64K	Hold	1,007	–	–	0.02%	180
2021 Q1	$56K	Sell	1,007 -1,410	-58%	-$73.9K	0.02%	226
2020 Q4	$100K	Sell	2,417 -2,821	-54%	-$106K	0.05%	80
2020 Q3	$180K	Hold	5,238	–	–	0.1%	68
2020 Q2	$234K	Hold	5,238	–	–	0.13%	61
2020 Q1	$199K	Buy	5,238 +4,598	+718%	+$254K	0.1%	71
2019 Q4	$45K	Hold	640	–	–	0.03%	129
2019 Q3	$45K	Buy	+640	New	+$46.3K	0.03%	107
2019 Q2	–	Sell	-640	Closed	-$52K	–	262
2019 Q1	$52K	Hold	640	–	–	0.04%	117
2018 Q4	$44K	Hold	640	–	–	0.03%	115
2018 Q3	$54K	Sell	640 -333	-34%	-$27.2K	0.04%	125
2018 Q2	$80K	Sell	973 -30	-3%	-$2.39K	0.08%	71
2018 Q1	$75K	Buy	1,003 +363	+57%	+$29K	0.07%	70
2017 Q4	$54K	Buy	+640	New	+$52.9K	0.06%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arlington Partners's XOM Position: Q1 2024 in Review

Arlington Partners sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 542 shares — an estimated $54.2K sold.

Arlington Partners first reported a position in XOM in Q4 2017 and held it in 24 quarters. The position peaked at $439K in Q2 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Arlington Partners reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 542 ExxonMobil shares in Q1 2024, an estimated $54.2K.
Arlington Partners first reported a position in ExxonMobil in Q4 2017 and held it in 24 quarters.
Arlington Partners's ExxonMobil position peaked at $439K in Q2 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.