Golden Green’s ExxonMobil XOM Stock Holding History

Golden Green’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 Q3	$1.2M	Sell	10,232 -100	-1%	-$11K	1.24%	30
2023 Q2	$1.11M	Sell	10,332 -190	-2%	-$20.7K	1.2%	29
2023 Q1	$1.15M	Buy	10,522 +2,346	+29%	+$259K	1.35%	27
2022 Q4	$902K	Sell	8,176 -2,238	-21%	-$240K	0.93%	29
2022 Q3	$909K	Buy	+10,414	New	+$951K	0.98%	22
2022 Q2	–	Sell	-13,859	Closed	-$1.15M	–	90
2022 Q1	$1.15M	Buy	13,859 +6,583	+90%	+$512K	0.94%	26
2021 Q4	$445K	Sell	7,276 -3,321	-31%	-$208K	0.36%	68
2021 Q3	$623K	Buy	10,597 +2,607	+33%	+$149K	0.49%	47
2021 Q2	$504K	Sell	7,990 -27	-0.3%	-$1.61K	0.39%	72
2021 Q1	$448K	Buy	+8,017	New	+$420K	0.39%	98

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden Green's XOM Position: Q3 2023 in Review

Golden Green reduced its ExxonMobil (XOM) stake by 0.97% in Q3 2023, selling an estimated $11K and leaving 10,232 shares worth $1.2M. The position accounts for 1.24% of the portfolio, ranked #30.

Golden Green first reported a position in XOM in Q1 2021 and has held it in 10 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Golden Green held 10,232 shares of ExxonMobil worth $1.2M as of Q3 2023.
Golden Green sold 100 ExxonMobil shares in Q3 2023, an estimated $11K.
ExxonMobil made up 1.24% of Golden Green's portfolio in Q3 2023, its #30 holding.
Golden Green first reported a position in ExxonMobil in Q1 2021 and has held it in 10 quarters since.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.