Hamilton Wealth’s ExxonMobil XOM Stock Holding History

Hamilton Wealth’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 Q4	–	Sell	-1,938	Closed	-$228K	–	108
2023 Q3	$228K	Buy	+1,938	New	+$213K	0.08%	83

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Hamilton Wealth's XOM Position: Q4 2023 in Review

Hamilton Wealth sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 1,938 shares — an estimated $228K sold.

Hamilton Wealth first reported a position in XOM in Q3 2023 and held it in 1 quarter. The position peaked at $228K in Q3 2023. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Hamilton Wealth reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Hamilton Wealth sold 1,938 ExxonMobil shares in Q4 2023, an estimated $228K.
Hamilton Wealth first reported a position in ExxonMobil in Q3 2023 and held it in 1 quarter.
Hamilton Wealth's ExxonMobil position peaked at $228K in Q3 2023.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Hamilton Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.