Leo Brokerage’s ExxonMobil XOM Stock Holding History

Leo Brokerage’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	$3.67M	Buy	34,263 +4,198	+14%	+$458K	0.42%	35
2023 Q1	$3.3M	Buy	+30,065	New	+$3.33M	0.49%	35
2022 Q2	$1.78M	Sell	20,787 -1,943	-9%	-$175K	0.48%	46
2022 Q1	$1.88M	Buy	+22,730	New	+$1.77M	0.3%	57
2021 Q3	$931K	Sell	15,831 -4,383	-22%	-$250K	0.17%	67
2021 Q2	$1.27M	Sell	20,214 -450	-2%	-$26.9K	0.26%	58
2021 Q1	$1.15M	Buy	20,664 +111	+0.5%	+$5.82K	0.33%	49
2020 Q4	$847K	Sell	20,553 -3,331	-14%	-$125K	0.27%	62
2020 Q3	$1.07M	Buy	+23,884	New	+$976K	0.44%	39

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leo Brokerage's XOM Position: Q2 2023 in Review

Leo Brokerage increased its ExxonMobil (XOM) stake by 14% in Q2 2023, buying an estimated $458K and bringing the position to 34,263 shares worth $3.67M. The position accounts for 0.42% of the portfolio, ranked #35.

Leo Brokerage first reported a position in XOM in Q3 2020 and has held it in 9 quarters since. 3,531 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Leo Brokerage held 34,263 shares of ExxonMobil worth $3.67M as of Q2 2023.
Leo Brokerage bought 4,198 ExxonMobil shares in Q2 2023, an estimated $458K.
ExxonMobil made up 0.42% of Leo Brokerage's portfolio in Q2 2023, its #35 holding.
Leo Brokerage first reported a position in ExxonMobil in Q3 2020 and has held it in 9 quarters since.
3,531 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.