Catawba River Capital’s ExxonMobil XOM Stock Holding History

Catawba River Capital’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
2021 Q1	–	Sell	-37,592	Closed	-$1.55M	–	33
2020 Q4	$1.55M	Buy	+37,592	New	+$1.41M	1.07%	27

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catawba River Capital's XOM Position: Q1 2021 in Review

Catawba River Capital sold out of ExxonMobil (XOM) in Q1 2021, closing a stake of 37,592 shares — an estimated $1.55M sold.

Catawba River Capital first reported a position in XOM in Q4 2020 and held it in 1 quarter. The position peaked at $1.55M in Q4 2020. 2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

Catawba River Capital reported no remaining ExxonMobil position as of Q1 2021 after selling out during the quarter.
Catawba River Capital sold 37,592 ExxonMobil shares in Q1 2021, an estimated $1.55M.
Catawba River Capital first reported a position in ExxonMobil in Q4 2020 and held it in 1 quarter.
Catawba River Capital's ExxonMobil position peaked at $1.55M in Q4 2020.
2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Catawba River Capital's 13F filing for Q1 2021, filed 21 Apr 2021.