Fort LP’s ExxonMobil XOM Stock Holding History

Fort LP’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	$281K	Sell	2,397 -563	-19%	-$65K	0.71%	53
2024 Q2	$341K	Buy	2,960 +23	+0.8%	+$2.68K	0.87%	14
2024 Q1	$341K	Sell	2,937 -276	-9%	-$28.9K	0.86%	14
2023 Q4	$321K	Sell	3,213 -174	-5%	-$18.3K	0.79%	15
2023 Q3	$398K	Buy	3,387 +707	+26%	+$77.5K	1.1%	6
2023 Q2	$287K	Buy	+2,680	New	+$292K	0.76%	52

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

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

Fort LP's XOM Position: Q3 2024 in Review

Fort LP reduced its ExxonMobil (XOM) stake by 19% in Q3 2024, selling an estimated $65K and leaving 2,397 shares worth $281K. The position accounts for 0.71% of the portfolio, ranked #53.

Fort LP first reported a position in XOM in Q2 2023 and has held it in 6 quarters since. The position peaked at $398K in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Fort LP held 2,397 shares of ExxonMobil worth $281K as of Q3 2024.
Fort LP sold 563 ExxonMobil shares in Q3 2024, an estimated $65K.
ExxonMobil made up 0.71% of Fort LP's portfolio in Q3 2024, its #53 holding.
Fort LP first reported a position in ExxonMobil in Q2 2023 and has held it in 6 quarters since.
Fort LP's ExxonMobil position peaked at $398K in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.