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Biechele Royce Advisors’s ExxonMobil XOM Stock Holding History

Biechele Royce Advisors’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
-6,581
Closed -$658K – 68
2023
Q4 		$658K Hold
6,581
– – 0.22% 38
2023
Q3 		$774K Buy
6,581
+113
+2% +$12.4K 0.29% 35
2023
Q2 		$694K Sell
6,468
-113
-2% -$12.3K 0.24% 37
2023
Q1 		$721K Sell
6,581
-11
-0.2% -$1.22K 0.27% 38
2022
Q4 		$727K Sell
6,592
-200
-3% -$21.4K 0.3% 37
2022
Q3 		$593K Hold
6,792
– – 0.28% 39
2022
Q2 		$581K Sell
6,792
-385
-5% -$34.7K 0.26% 38
2022
Q1 		$592K Hold
7,177
– – 0.24% 40
2021
Q4 		$439K Sell
7,177
-207
-3% -$12.9K 0.18% 43
2021
Q3 		$434K Buy
7,384
+27
+0.4% +$1.54K 0.19% 42
2021
Q2 		$464K Buy
7,357
+148
+2% +$8.84K 0.2% 41
2021
Q1 		$402K Sell
7,209
-155
-2% -$8.13K 0.2% 38
2020
Q4 		$304K Buy
7,364
+622
+9% +$23.3K 0.17% 38
2020
Q3 		$231K Hold
6,742
– – 0.15% 41
2020
Q2 		$302K Buy
6,742
+360
+6% +$16.1K 0.19% 39
2020
Q1 		$242K Sell
6,382
-357
-5% -$19.7K 0.19% 39
2019
Q4 		$470K Sell
6,739
-110
-2% -$7.61K 0.28% 33
2019
Q3 		$484K Sell
6,849
-1,530
-18% -$111K 0.32% 32
2019
Q2 		$642K Buy
8,379
+1,417
+20% +$110K 0.42% 32
2019
Q1 		$563K Hold
6,962
– – 0.36% 35
2018
Q4 		$475K Sell
6,962
-24,976
-78% -$1.96M 0.34% 39
2018
Q3 		$2.71M Sell
31,938
-2,084
-6% -$170K 1.7% 24
2018
Q2 		$2.81M Hold
34,022
– – 1.89% 23
2018
Q1 		$2.54M Buy
34,022
+196
+0.6% +$15.7K 1.77% 26
2017
Q4 		$2.83M Buy
+33,826
New +$2.8M 1.92% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Biechele Royce Advisors's XOM Position: Q1 2024 in Review

Biechele Royce Advisors sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 6,581 shares — an estimated $658K sold.

Biechele Royce Advisors first reported a position in XOM in Q4 2017 and held it in 25 quarters. The position peaked at $2.83M in Q4 2017. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

  • Biechele Royce Advisors reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
  • Biechele Royce Advisors sold 6,581 ExxonMobil shares in Q1 2024, an estimated $658K.
  • Biechele Royce Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 25 quarters.
  • Biechele Royce Advisors's ExxonMobil position peaked at $2.83M in Q4 2017.
  • 3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Biechele Royce Advisors's 13F filing for Q1 2024, filed 6 May 2024.