Benedetti & Gucer’s ExxonMobil XOM Stock Holding History

Benedetti & Gucer’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	$1.3M	Sell	11,182 -2,501	-18%	-$262K	0.65%	30
2023 Q4	$1.37M	Sell	13,683 -736	-5%	-$77.4K	0.72%	29
2023 Q3	$1.7M	Sell	14,419 -470	-3%	-$51.6K	0.93%	22
2023 Q2	$1.6M	Buy	14,889 +1,725	+13%	+$188K	0.82%	22
2023 Q1	$1.44M	Buy	13,164 +3,441	+35%	+$381K	0.83%	24
2022 Q4	$1.07M	Buy	9,723 +625	+7%	+$67K	0.78%	26
2022 Q3	$794K	Sell	9,098 -1,325	-13%	-$121K	0.62%	35
2022 Q2	$900K	Buy	10,423 +140	+1%	+$12.6K	0.61%	36
2022 Q1	$849K	Buy	10,283 +1,408	+16%	+$109K	0.57%	34
2021 Q4	$543K	Buy	8,875 +117	+1%	+$7.31K	0.37%	39
2021 Q3	$515K	Buy	8,758 +100	+1%	+$5.7K	0.39%	40
2021 Q2	$546K	Hold	8,658	–	–	0.49%	33
2021 Q1	$483K	Buy	+8,658	New	+$454K	0.44%	36

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

Benedetti & Gucer's XOM Position: Q1 2024 in Review

Benedetti & Gucer reduced its ExxonMobil (XOM) stake by 18% in Q1 2024, selling an estimated $262K and leaving 11,182 shares worth $1.3M. The position accounts for 0.65% of the portfolio, ranked #30.

Benedetti & Gucer first reported a position in XOM in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Benedetti & Gucer held 11,182 shares of ExxonMobil worth $1.3M as of Q1 2024.
Benedetti & Gucer sold 2,501 ExxonMobil shares in Q1 2024, an estimated $262K.
ExxonMobil made up 0.65% of Benedetti & Gucer's portfolio in Q1 2024, its #30 holding.
Benedetti & Gucer first reported a position in ExxonMobil in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's ExxonMobil position peaked at $1.7M in Q3 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.