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Bontempo Ohly Capital Management’s ExxonMobil XOM Stock Holding History

Bontempo Ohly 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
2023
Q4 		– Sell
-1,920
Closed -$226K – 37
2023
Q3 		$226K Sell
1,920
-2,245
-54% -$246K 0.12% 33
2023
Q2 		$447K Hold
4,165
– – 0.22% 34
2023
Q1 		$457K Buy
+4,165
New +$461K 0.23% 33
2021
Q1 		– Sell
-35,245
Closed -$1.45M – 39
2020
Q4 		$1.45M Buy
35,245
+1,906
+6% +$71.5K 0.87% 28
2020
Q3 		$1.15M Buy
33,339
+1,039
+3% +$42.5K 0.78% 28
2020
Q2 		$1.44M Buy
32,300
+208
+0.6% +$9.33K 1.02% 28
2020
Q1 		$1.22M Sell
32,092
-9,275
-22% -$512K 1.01% 28
2019
Q4 		$2.89M Buy
41,367
+648
+2% +$44.8K 1.92% 18
2019
Q3 		$2.88M Buy
40,719
+591
+1% +$42.7K 2.05% 16
2019
Q2 		$3.08M Buy
40,128
+295
+0.7% +$22.8K 2.23% 7
2019
Q1 		$3.22M Buy
39,833
+12,108
+44% +$923K 2.33% 6
2018
Q4 		$1.89M Buy
27,725
+400
+1% +$31.4K 1.4% 26
2018
Q3 		$2.32M Buy
27,325
+2,018
+8% +$165K 1.55% 23
2018
Q2 		$2.09M Buy
25,307
+518
+2% +$41.3K 1.64% 23
2018
Q1 		$1.85M Buy
24,789
+133
+0.5% +$10.6K 1.48% 25
2017
Q4 		$1.88M Sell
24,656
-2,193
-8% -$181K 1.47% 25
2017
Q3 		$2.2M Buy
26,849
+85
+0.3% +$6.75K 1.71% 15
2017
Q2 		$2.16M Sell
26,764
-280
-1% -$22.9K 1.74% 12
2017
Q1 		$2.22M Sell
27,044
-1,279
-5% -$107K 1.78% 12
2016
Q4 		$2.56M Buy
28,323
+72
+0.3% +$6.29K 2.09% 11
2016
Q3 		$2.47M Buy
28,251
+547
+2% +$48.5K 2.06% 11
2016
Q2 		$2.6M Sell
27,704
-64
-0.2% -$5.66K 2.24% 9
2016
Q1 		$2.32M Buy
27,768
+3,974
+17% +$318K 2.04% 10
2015
Q4 		$1.85M Buy
23,794
+222
+0.9% +$17.7K 1.76% 17
2015
Q3 		$1.75M Buy
23,572
+970
+4% +$74.7K 1.77% 16
2015
Q2 		$1.88M Buy
22,602
+161
+0.7% +$13.8K 1.82% 13
2015
Q1 		$1.91M Buy
+22,441
New +$1.99M 1.82% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bontempo Ohly Capital Management's XOM Position: Q4 2023 in Review

Bontempo Ohly Capital Management sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 1,920 shares — an estimated $226K sold.

Bontempo Ohly Capital Management first reported a position in XOM in Q1 2015 and held it in 27 quarters. The position peaked at $3.22M in Q1 2019. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

  • Bontempo Ohly Capital Management reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
  • Bontempo Ohly Capital Management sold 1,920 ExxonMobil shares in Q4 2023, an estimated $226K.
  • Bontempo Ohly Capital Management first reported a position in ExxonMobil in Q1 2015 and held it in 27 quarters.
  • Bontempo Ohly Capital Management's ExxonMobil position peaked at $3.22M in Q1 2019.
  • 3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Bontempo Ohly Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.