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GYL Financial Synergies’s ExxonMobil XOM Stock Holding History

GYL Financial Synergies’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 		$5.49M Sell
46,806
-4,973
-10% -$574K 0.41% 60
2024
Q2 		$5.96M Sell
51,779
-793
-2% -$92.4K 0.46% 56
2024
Q1 		$6.11M Buy
52,572
+633
+1% +$66.2K 0.48% 54
2023
Q4 		$5.19M Buy
51,939
+493
+1% +$51.8K 0.43% 59
2023
Q3 		$6.05M Sell
51,446
-2,104
-4% -$231K 0.59% 42
2023
Q2 		$5.74M Buy
53,550
+10,504
+24% +$1.15M 0.52% 47
2023
Q1 		$4.72M Buy
43,046
+10,489
+32% +$1.16M 0.57% 49
2022
Q4 		$3.59M Buy
32,557
+12,785
+65% +$1.37M 0.78% 29
2022
Q3 		$1.73M Buy
19,772
+341
+2% +$31.1K 0.47% 34
2022
Q2 		$1.66M Buy
19,431
+1,724
+10% +$156K 0.45% 32
2022
Q1 		$1.46M Sell
17,707
-8,731
-33% -$679K 0.35% 38
2021
Q4 		$1.62M Sell
26,438
-1,635
-6% -$102K 0.44% 39
2021
Q3 		$1.65M Buy
28,073
+2,100
+8% +$120K 0.84% 22
2021
Q2 		$1.64M Sell
25,973
-469
-2% -$28K 0.85% 23
2021
Q1 		$1.48M Buy
26,442
+5,916
+29% +$310K 0.81% 23
2020
Q4 		$846K Sell
20,526
-1,730
-8% -$64.9K 0.49% 47
2020
Q3 		$764K Sell
22,256
-4,077
-15% -$167K 0.5% 45
2020
Q2 		$1.18M Buy
26,333
+1,927
+8% +$86.4K 0.85% 25
2020
Q1 		$927K Buy
24,406
+1,202
+5% +$66.4K 0.59% 34
2019
Q4 		$1.62M Sell
23,204
-586
-2% -$40.5K 0.72% 21
2019
Q3 		$1.68M Buy
23,790
+705
+3% +$51K 0.84% 20
2019
Q2 		$1.77M Sell
23,085
-1,072
-4% -$83K 0.94% 19
2019
Q1 		$1.95M Sell
24,157
-850
-3% -$64.8K 1.1% 16
2018
Q4 		$1.71M Buy
+25,007
New +$1.96M 1.24% 13

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's XOM Position: Q3 2024 in Review

GYL Financial Synergies reduced its ExxonMobil (XOM) stake by 9.6% in Q3 2024, selling an estimated $574K and leaving 46,806 shares worth $5.49M. The position accounts for 0.41% of the portfolio, ranked #60.

GYL Financial Synergies first reported a position in XOM in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.11M in Q1 2024. 3,932 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • GYL Financial Synergies held 46,806 shares of ExxonMobil worth $5.49M as of Q3 2024.
  • GYL Financial Synergies sold 4,973 ExxonMobil shares in Q3 2024, an estimated $574K.
  • ExxonMobil made up 0.41% of GYL Financial Synergies's portfolio in Q3 2024, its #60 holding.
  • GYL Financial Synergies first reported a position in ExxonMobil in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's ExxonMobil position peaked at $6.11M in Q1 2024.
  • 3,932 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.