Diversified’s ExxonMobil XOM Stock Holding History

Diversified’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 Q3	$4.59M	Sell	39,170 -2,791	-7%	-$322K	0.5%	18
2024 Q2	$4.83M	Buy	41,961 +7,948	+23%	+$926K	0.57%	17
2024 Q1	$3.95M	Sell	34,013 -1,075	-3%	-$112K	0.54%	17
2023 Q4	$3.51M	Buy	35,088 +1,439	+4%	+$151K	0.76%	15
2023 Q3	$3.96M	Buy	33,649 +2,301	+7%	+$252K	1.03%	13
2023 Q2	$3.36M	Buy	+31,348	New	+$3.42M	0.86%	17
2021 Q1	–	Sell	-1,260	Closed	-$43K	–	341
2020 Q4	$43K	Buy	+1,260	New	+$47.2K	0.04%	192

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diversified's XOM Position: Q3 2024 in Review

Diversified reduced its ExxonMobil (XOM) stake by 6.7% in Q3 2024, selling an estimated $322K and leaving 39,170 shares worth $4.59M. The position accounts for 0.5% of the portfolio, ranked #18.

Diversified first reported a position in XOM in Q4 2020 and has held it in 7 quarters since. The position peaked at $4.83M in Q2 2024. 3,928 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Diversified held 39,170 shares of ExxonMobil worth $4.59M as of Q3 2024.
Diversified sold 2,791 ExxonMobil shares in Q3 2024, an estimated $322K.
ExxonMobil made up 0.5% of Diversified's portfolio in Q3 2024, its #18 holding.
Diversified first reported a position in ExxonMobil in Q4 2020 and has held it in 7 quarters since.
Diversified's ExxonMobil position peaked at $4.83M in Q2 2024.
3,928 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.