Gruss & Co’s ExxonMobil XOM Stock Holding History

Gruss & Co’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 Q2	–	Sell	-3,000	Closed	-$329K	–	27
2023 Q1	$329K	Buy	3,000 +500	+20%	+$55.3K	2.08%	16
2022 Q4	$276K	Buy	+2,500	New	+$268K	1.7%	14
2022 Q2	–	Sell	-4,000	Closed	-$330K	–	27
2022 Q1	$330K	Hold	4,000	–	–	1.47%	21
2021 Q4	$245K	Hold	4,000	–	–	0.66%	32
2021 Q3	$235K	Hold	4,000	–	–	0.66%	27
2021 Q2	$252K	Hold	4,000	–	–	0.91%	21
2021 Q1	$223K	Buy	+4,000	New	+$210K	0.93%	22
2020 Q4	–	Sell	-6,300	Closed	-$216K	–	32
2020 Q3	$216K	Buy	+6,300	New	+$258K	0.06%	20
2020 Q2	–	Sell	-6,000	Closed	-$228K	–	36
2020 Q1	$228K	Buy	+6,000	New	+$331K	0.42%	22
2014 Q3	–	Sell	-10,000	Closed	-$1.01M	–	53
2014 Q2	$1.01M	Buy	+10,000	New	+$1.01M	1.14%	29

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gruss & Co's XOM Position: Q2 2023 in Review

Gruss & Co sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 3,000 shares — an estimated $329K sold.

Gruss & Co first reported a position in XOM in Q2 2014 and held it in 10 quarters. The position peaked at $1.01M in Q2 2014. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Gruss & Co reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
Gruss & Co sold 3,000 ExxonMobil shares in Q2 2023, an estimated $329K.
Gruss & Co first reported a position in ExxonMobil in Q2 2014 and held it in 10 quarters.
Gruss & Co's ExxonMobil position peaked at $1.01M in Q2 2014.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Gruss & Co's 13F filing for Q2 2023, filed 3 Aug 2023.