H
XOM icon

HoyleCohen’s ExxonMobil XOM Stock Holding History

HoyleCohen’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
Q2 		$10.5M Sell
91,187
-2,325
-2% -$271K 0.79% 37
2024
Q1 		$10.9M Sell
93,512
-1,397
-1% -$146K 0.83% 37
2023
Q4 		$9.49M Buy
94,909
+3,623
+4% +$381K 0.78% 37
2023
Q3 		$10.7M Buy
91,286
+4,327
+5% +$475K 1% 28
2023
Q2 		$9.33M Sell
86,959
-853
-1% -$93.1K 0.82% 36
2023
Q1 		$9.63M Sell
87,812
-1,368
-2% -$151K 0.9% 32
2022
Q4 		$9.84M Sell
89,180
-1,612
-2% -$173K 0.98% 30
2022
Q3 		$7.93M Buy
90,792
+1,042
+1% +$95.1K 0.87% 29
2022
Q2 		$7.69M Sell
89,750
-3,116
-3% -$281K 0.8% 31
2022
Q1 		$7.67M Sell
92,866
-7,226
-7% -$562K 0.66% 43
2021
Q4 		$6.13M Sell
100,092
-3,131
-3% -$196K 0.51% 51
2021
Q3 		$6.07M Sell
103,223
-811
-0.8% -$46.2K 0.58% 50
2021
Q2 		$6.56K Buy
104,034
+389
+0.4% +$23.2K 0.51% 46
2021
Q1 		$5.79M Sell
103,645
-675
-0.6% -$35.4K 0.59% 46
2020
Q4 		$4.3M Buy
104,320
+20,678
+25% +$775K 0.5% 57
2020
Q3 		$2.87M Sell
83,642
-2,653
-3% -$108K 0.42% 69
2020
Q2 		$3.86M Sell
86,295
-292
-0.3% -$13.1K 0.65% 45
2020
Q1 		$3.29M Sell
86,587
-2,440
-3% -$135K 0.66% 44
2019
Q4 		$6.21M Sell
89,027
-505
-0.6% -$34.9K 0.99% 30
2019
Q3 		$6.32M Sell
89,532
-2,088
-2% -$151K 1.08% 30
2019
Q2 		$7.02M Sell
91,620
-1,129
-1% -$87.4K 1.22% 29
2019
Q1 		$7.49M Sell
92,749
-1,020
-1% -$77.8K 1.32% 29
2018
Q4 		$6.39M Sell
93,769
-2,393
-2% -$188K 1.31% 29
2018
Q3 		$8.18M Buy
96,162
+667
+0.7% +$54.5K 1.54% 25
2018
Q2 		$7.9M Sell
95,495
-4,643
-5% -$370K 1.59% 24
2018
Q1 		$7.47M Sell
100,138
-2,412
-2% -$193K 1.52% 25
2017
Q4 		$8.58M Buy
+102,550
New +$8.48M 1.69% 20

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HoyleCohen's XOM Position: Q2 2024 in Review

HoyleCohen reduced its ExxonMobil (XOM) stake by 2.5% in Q2 2024, selling an estimated $271K and leaving 91,187 shares worth $10.5M. The position accounts for 0.79% of the portfolio, ranked #37.

HoyleCohen first reported a position in XOM in Q4 2017 and has held it in 27 quarters since. The position peaked at $10.9M in Q1 2024. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • HoyleCohen held 91,187 shares of ExxonMobil worth $10.5M as of Q2 2024.
  • HoyleCohen sold 2,325 ExxonMobil shares in Q2 2024, an estimated $271K.
  • ExxonMobil made up 0.79% of HoyleCohen's portfolio in Q2 2024, its #37 holding.
  • HoyleCohen first reported a position in ExxonMobil in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's ExxonMobil position peaked at $10.9M in Q1 2024.
  • 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.