Bessemer Securities’s ExxonMobil XOM Stock Holding History

Bessemer Securities’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	–	Sell	-1,950	Closed	-$229K	–	125
2023 Q3	$229K	Sell	1,950 -750	-28%	-$82.3K	0.32%	112
2023 Q2	$290K	Sell	2,700 -300	-10%	-$32.7K	0.19%	124
2023 Q1	$329K	Buy	+3,000	New	+$332K	0.15%	126
2015 Q2	–	Sell	-19,011	Closed	-$1.62M	–	96
2015 Q1	$1.62M	Hold	19,011	–	–	0.55%	54
2014 Q4	$1.76M	Buy	19,011 +5,436	+40%	+$507K	0.61%	57
2014 Q3	$1.28M	Buy	+13,575	New	+$1.35M	0.63%	58

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

Bessemer Securities's XOM Position: Q4 2023 in Review

Bessemer Securities sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 1,950 shares — an estimated $229K sold.

Bessemer Securities first reported a position in XOM in Q3 2014 and held it in 6 quarters. The position peaked at $1.76M in Q4 2014. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Bessemer Securities reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 1,950 ExxonMobil shares in Q4 2023, an estimated $229K.
Bessemer Securities first reported a position in ExxonMobil in Q3 2014 and held it in 6 quarters.
Bessemer Securities's ExxonMobil position peaked at $1.76M in Q4 2014.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.