Birch Capital Management’s ExxonMobil XOM Stock Holding History

Birch Capital 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
2024 Q1	–	Sell	-1	Closed	-$100	–	97
2023 Q4	$100	Hold	1	–	–	﹤0.01%	90
2023 Q3	$118	Hold	1	–	–	﹤0.01%	96
2023 Q2	$107	Buy	+1	New	+$109	﹤0.01%	100
2020 Q4	–	Sell	-1,961	Closed	-$67K	–	104
2020 Q3	$67K	Hold	1,961	–	–	0.06%	68
2020 Q2	$88K	Hold	1,961	–	–	0.08%	68
2020 Q1	$74K	Hold	1,961	–	–	0.09%	64
2019 Q4	$137K	Buy	+1,961	New	+$136K	0.13%	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

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

Birch Capital Management's XOM Position: Q1 2024 in Review

Birch Capital Management sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 1 share — an estimated $100 sold.

Birch Capital Management first reported a position in XOM in Q4 2019 and held it in 7 quarters. The position peaked at $137K in Q4 2019. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Birch Capital Management reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Birch Capital Management sold 1 ExxonMobil share in Q1 2024, an estimated $100.
Birch Capital Management first reported a position in ExxonMobil in Q4 2019 and held it in 7 quarters.
Birch Capital Management's ExxonMobil position peaked at $137K in Q4 2019.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Birch Capital Management's 13F filing for Q1 2024, filed 11 Apr 2024.