Lewis Capital Management’s ExxonMobil XOM Stock Holding History

Lewis Capital Management’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 Q3	$220K	Hold	1,872	–	–	0.34%	54
2023 Q2	$201K	Hold	1,872	–	–	0.29%	59
2023 Q1	$205K	Hold	1,872	–	–	0.31%	54
2022 Q4	$206K	Buy	+1,872	New	+$201K	0.32%	55

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lewis Capital Management's XOM Position: Q3 2023 in Review

Lewis Capital Management held its ExxonMobil (XOM) position steady in Q3 2023 at 1,872 shares worth $220K. The position accounts for 0.34% of the portfolio, ranked #54.

Lewis Capital Management first reported a position in XOM in Q4 2022 and has held it in 4 quarters since. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Lewis Capital Management held 1,872 shares of ExxonMobil worth $220K as of Q3 2023.
Lewis Capital Management left its ExxonMobil share count unchanged in Q3 2023.
ExxonMobil made up 0.34% of Lewis Capital Management's portfolio in Q3 2023, its #54 holding.
Lewis Capital Management first reported a position in ExxonMobil in Q4 2022 and has held it in 4 quarters since.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Lewis Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.