Cavalier Investments’s ExxonMobil XOM Stock Holding History

Cavalier Investments’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	-14,985	Closed	-$1.76M	–	96
2023 Q3	$1.76M	Buy	+14,985	New	+$1.64M	0.69%	42
2016 Q3	–	Sell	-2,322	Closed	-$218K	–	172
2016 Q2	$218K	Buy	+2,322	New	+$205K	0.13%	110

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

Cavalier Investments's XOM Position: Q4 2023 in Review

Cavalier Investments sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 14,985 shares — an estimated $1.76M sold.

Cavalier Investments first reported a position in XOM in Q2 2016 and held it in 2 quarters. The position peaked at $1.76M in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Cavalier Investments reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Cavalier Investments sold 14,985 ExxonMobil shares in Q4 2023, an estimated $1.76M.
Cavalier Investments first reported a position in ExxonMobil in Q2 2016 and held it in 2 quarters.
Cavalier Investments's ExxonMobil position peaked at $1.76M in Q3 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Cavalier Investments's 13F filing for Q4 2023, filed 13 Feb 2024.