Dorsey Wright & Associates’s ExxonMobil XOM Stock Holding History

Dorsey Wright & Associates’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	-23,069	Closed	-$2.71M	–	289
2023 Q3	$2.71M	Sell	23,069 -23,081	-50%	-$2.53M	0.84%	52
2023 Q2	$4.95M	Buy	46,150 +42,558	+1,185%	+$4.64M	1.49%	11
2023 Q1	$394K	Sell	3,592 -25	-0.7%	-$2.77K	0.12%	105
2022 Q4	$399K	Buy	+3,617	New	+$388K	0.12%	108
2022 Q2	$447K	Hold	5,221	–	–	0.13%	100
2022 Q1	$431K	Buy	+5,221	New	+$406K	0.1%	108

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

Dorsey Wright & Associates's XOM Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 23,069 shares — an estimated $2.71M sold.

Dorsey Wright & Associates first reported a position in XOM in Q1 2022 and held it in 6 quarters. The position peaked at $4.95M in Q2 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Dorsey Wright & Associates reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Dorsey Wright & Associates sold 23,069 ExxonMobil shares in Q4 2023, an estimated $2.71M.
Dorsey Wright & Associates first reported a position in ExxonMobil in Q1 2022 and held it in 6 quarters.
Dorsey Wright & Associates's ExxonMobil position peaked at $4.95M in Q2 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.