Investment House LLC’s ExxonMobil XOM Stock Holding History

Investment House LLC’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 Q1	–	Sell	-18,109	Closed	-$1.81M	–	222
2023 Q4	$1.81M	Buy	18,109 +13,261	+274%	+$1.39M	0.13%	96
2023 Q3	$570K	Sell	4,848 -252	-5%	-$27.6K	0.04%	137
2023 Q2	$547K	Hold	5,100	–	–	0.04%	142
2023 Q1	$559K	Buy	5,100 +35	+0.7%	+$3.87K	0.05%	141
2022 Q4	$559K	Buy	5,065 +45	+0.9%	+$4.82K	0.05%	129
2022 Q3	$438K	Buy	+5,020	New	+$458K	0.04%	140
2021 Q1	–	Sell	-13,050	Closed	-$538K	–	226
2020 Q4	$538K	Sell	13,050 -100	-0.8%	-$3.75K	0.04%	152
2020 Q3	$451K	Sell	13,150 -500	-4%	-$20.4K	0.04%	149
2020 Q2	$610K	Buy	+13,650	New	+$612K	0.05%	130
2016 Q3	–	Sell	-2,194	Closed	-$206K	–	189
2016 Q2	$206K	Buy	+2,194	New	+$194K	0.03%	175

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investment House LLC's XOM Position: Q1 2024 in Review

Investment House LLC sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 18,109 shares — an estimated $1.81M sold.

Investment House LLC first reported a position in XOM in Q2 2016 and held it in 10 quarters. The position peaked at $1.81M in Q4 2023. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Investment House LLC reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Investment House LLC sold 18,109 ExxonMobil shares in Q1 2024, an estimated $1.81M.
Investment House LLC first reported a position in ExxonMobil in Q2 2016 and held it in 10 quarters.
Investment House LLC's ExxonMobil position peaked at $1.81M in Q4 2023.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Investment House LLC's 13F filing for Q1 2024, filed 2 May 2024.