Echo Street Capital Management’s ExxonMobil XOM Stock Holding History

Echo Street Capital Management’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	-4,754	Closed	-$559K	–	435
2023 Q3	$559K	Buy	4,754 +944	+25%	+$104K	0.01%	236
2023 Q2	$409K	Buy	3,810 +838	+28%	+$91.4K	﹤0.01%	317
2023 Q1	$326K	Buy	2,972 +782	+36%	+$86.5K	﹤0.01%	362
2022 Q4	$242K	Buy	+2,190	New	+$235K	﹤0.01%	440
2022 Q2	–	Sell	-19,174	Closed	-$1.58M	–	736
2022 Q1	$1.58M	Buy	19,174 +4,465	+30%	+$347K	0.01%	155
2021 Q4	$900K	Buy	+14,709	New	+$919K	0.01%	277
2021 Q2	–	Sell	-18,397	Closed	-$1.03M	–	713
2021 Q1	$1.03M	Buy	+18,397	New	+$965K	0.01%	174
2020 Q3	–	Sell	-22,183	Closed	-$992K	–	378
2020 Q2	$992K	Buy	+22,183	New	+$995K	0.01%	264

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

Echo Street Capital Management's XOM Position: Q4 2023 in Review

Echo Street Capital Management sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 4,754 shares — an estimated $559K sold.

Echo Street Capital Management first reported a position in XOM in Q2 2020 and held it in 8 quarters. The position peaked at $1.58M in Q1 2022. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Echo Street Capital Management reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,754 ExxonMobil shares in Q4 2023, an estimated $559K.
Echo Street Capital Management first reported a position in ExxonMobil in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's ExxonMobil position peaked at $1.58M in Q1 2022.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.