DCM Advisors’s ExxonMobil XOM Stock Holding History

DCM 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	-7,000	Closed	-$700K	–	115
2023 Q4	$700K	Buy	+7,000	New	+$736K	0.25%	58
2022 Q4	–	Sell	-15,026	Closed	-$1.31M	–	173
2022 Q3	$1.31M	Sell	15,026 -2,860	-16%	-$261K	0.66%	40
2022 Q2	$1.53M	Sell	17,886 -10,243	-36%	-$924K	0.66%	39
2022 Q1	$2.32M	Sell	28,129 -2,472	-8%	-$192K	0.82%	32
2021 Q4	$1.87M	Sell	30,601 -216	-0.7%	-$13.5K	0.55%	47
2021 Q3	$1.81M	Sell	30,817 -1,691	-5%	-$96.4K	0.7%	26
2021 Q2	$2.05M	Buy	32,508 +3,245	+11%	+$194K	1.16%	10
2021 Q1	$1.63M	Sell	29,263 -19,787	-40%	-$1.04M	0.95%	17
2020 Q4	$2.02M	Buy	+49,050	New	+$1.84M	1.18%	11

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

DCM Advisors's XOM Position: Q1 2024 in Review

DCM Advisors sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 7,000 shares — an estimated $700K sold.

DCM Advisors first reported a position in XOM in Q4 2020 and held it in 9 quarters. The position peaked at $2.32M in Q1 2022. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

DCM Advisors reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
DCM Advisors sold 7,000 ExxonMobil shares in Q1 2024, an estimated $700K.
DCM Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 9 quarters.
DCM Advisors's ExxonMobil position peaked at $2.32M in Q1 2022.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.