Geneva Partners’s ExxonMobil XOM Stock Holding History

Geneva Partners’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	-3,858	Closed	-$386K	–	81
2023 Q4	$386K	Sell	3,858 -2,435	-39%	-$256K	0.21%	62
2023 Q3	$740K	Sell	6,293 -210	-3%	-$23K	0.49%	41
2023 Q2	$697K	Sell	6,503 -824	-11%	-$89.9K	0.46%	45
2023 Q1	$803K	Sell	7,327 -900	-11%	-$99.5K	0.69%	38
2022 Q4	$907K	Sell	8,227 -848	-9%	-$90.9K	0.86%	33
2022 Q3	$792K	Sell	9,075 -11,565	-56%	-$1.06M	0.91%	28
2022 Q2	$1.77M	Buy	20,640 +4,970	+32%	+$448K	1.74%	24
2022 Q1	$1.29M	Buy	+15,670	New	+$1.22M	0.8%	37
2019 Q3	–	Sell	-7,718	Closed	-$705K	–	79
2019 Q2	$705K	Sell	7,718 -3,000	-28%	-$232K	0.57%	48
2019 Q1	$866K	Sell	10,718 -1,780	-14%	-$136K	0.74%	46
2018 Q4	$852K	Buy	+12,498	New	+$981K	0.98%	36

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

Geneva Partners's XOM Position: Q1 2024 in Review

Geneva Partners sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 3,858 shares — an estimated $386K sold.

Geneva Partners first reported a position in XOM in Q4 2018 and held it in 11 quarters. The position peaked at $1.77M in Q2 2022. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Geneva Partners reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Geneva Partners sold 3,858 ExxonMobil shares in Q1 2024, an estimated $386K.
Geneva Partners first reported a position in ExxonMobil in Q4 2018 and held it in 11 quarters.
Geneva Partners's ExxonMobil position peaked at $1.77M in Q2 2022.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Geneva Partners's 13F filing for Q1 2024, filed 30 Apr 2024.