Girard Partners’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.03M Buy
26,345
+266
+1% +$31K 0.29% 69
2024
Q1
$3.03M Buy
26,079
+4,945
+23% +$517K 0.29% 75
2023
Q4
$2.11M Buy
21,134
+152
+0.7% +$16K 0.21% 94
2023
Q3
$2.47M Buy
20,982
+5,372
+34% +$589K 0.28% 75
2023
Q2
$1.67M Sell
15,610
-646
-4% -$70.5K 0.18% 109
2023
Q1
$1.78M Sell
16,256
-753
-4% -$83.3K 0.2% 99
2022
Q4
$1.88M Buy
17,009
+4,480
+36% +$480K 0.21% 104
2022
Q3
$1.09M Sell
12,529
-306
-2% -$27.9K 0.15% 121
2022
Q2
$1.1M Sell
12,835
-772
-6% -$69.6K 0.14% 123
2022
Q1
$1.12M Buy
13,607
+98
+0.7% +$7.62K 0.12% 124
2021
Q4
$826K Sell
13,509
-737
-5% -$46.1K 0.09% 139
2021
Q3
$837K Sell
14,246
-1,216
-8% -$69.3K 0.11% 130
2021
Q2
$975K Sell
15,462
-272
-2% -$16.2K 0.13% 120
2021
Q1
$878K Sell
15,734
-3,598
-19% -$189K 0.13% 117
2020
Q4
$796K Sell
19,332
-2,065
-10% -$77.4K 0.12% 120
2020
Q3
$734K Sell
21,397
-5,283
-20% -$216K 0.12% 124
2020
Q2
$1.19M Sell
26,680
-40,053
-60% -$1.8M 0.22% 96
2020
Q1
$2.53M Sell
66,733
-8,727
-12% -$482K 0.51% 55
2019
Q4
$5.26M Sell
75,460
-9,094
-11% -$629K 0.87% 38
2019
Q3
$5.97M Sell
84,554
-7,377
-8% -$533K 1.11% 28
2019
Q2
$7.04M Buy
91,931
+7,325
+9% +$567K 1.24% 22
2019
Q1
$6.84M Buy
84,606
+2,783
+3% +$212K 1.27% 25
2018
Q4
$5.58M Sell
81,823
-16,090
-16% -$1.26M 1.17% 25
2018
Q3
$8.32M Buy
97,913
+531
+0.5% +$43.4K 1.48% 14
2018
Q2
$8.06M Buy
97,382
+5,479
+6% +$437K 1.52% 14
2018
Q1
$6.86M Sell
91,903
-133
-0.1% -$10.6K 1.6% 16
2017
Q4
$7.7M Sell
92,036
-7,138
-7% -$590K 1.48% 13
2017
Q3
$8.13M Buy
99,174
+1,877
+2% +$149K 1.68% 8
2017
Q2
$7.86M Buy
97,297
+9,551
+11% +$781K 1.7% 10
2017
Q1
$7.2M Buy
87,746
+15,448
+21% +$1.29M 1.74% 9
2016
Q4
$6.53M Buy
72,298
+8,565
+13% +$748K 1.89% 4
2016
Q3
$5.56M Buy
63,733
+8,609
+16% +$764K 1.85% 7
2016
Q2
$5.17M Buy
55,124
+4,857
+10% +$429K 1.97% 5
2016
Q1
$4.2M Sell
50,267
-237
-0.5% -$19K 1.84% 9
2015
Q4
$3.94M Buy
50,504
+1,082
+2% +$86.5K 1.9% 7
2015
Q3
$3.67M Buy
49,422
+2,790
+6% +$215K 2.08% 7
2015
Q2
$3.88M Sell
46,632
-605
-1% -$52K 2.17% 5
2015
Q1
$4.01M Buy
47,237
+3,851
+9% +$341K 2.38% 3
2014
Q4
$4.01M Sell
43,386
-1,774
-4% -$165K 2.51% 3
2014
Q3
$4.25M Buy
45,160
+1,749
+4% +$174K 2.84% 2
2014
Q2
$4.37M Sell
43,411
-1,137
-3% -$115K 3.02% 2
2014
Q1
$4.35M Sell
44,548
-179
-0.4% -$17.1K 3.09% 2
2013
Q4
$4.53M Buy
+44,727
New +$4.14M 3.6% 2

Other funds holding XOM

Girard Partners's XOM Position: Q2 2024 in Review

Girard Partners increased its ExxonMobil (XOM) stake by 1% in Q2 2024, buying an estimated $31K and bringing the position to 26,345 shares worth $3.03M. The position accounts for 0.29% of the portfolio, ranked #69.

Girard Partners first reported a position in XOM in Q4 2013 and has held it in 43 quarters since. The position peaked at $8.32M in Q3 2018. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • Girard Partners held 26,345 shares of ExxonMobil worth $3.03M as of Q2 2024.
  • Girard Partners bought 266 ExxonMobil shares in Q2 2024, an estimated $31K.
  • ExxonMobil made up 0.29% of Girard Partners's portfolio in Q2 2024, its #69 holding.
  • Girard Partners first reported a position in ExxonMobil in Q4 2013 and has held it in 43 quarters since.
  • Girard Partners's ExxonMobil position peaked at $8.32M in Q3 2018.
  • 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.