Lowell Blake & Associates’s ExxonMobil XOM Stock Holding History

Lowell Blake & Associates’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	$292K	Hold	2,483	–	–	0.08%	51
2023 Q2	$266K	Hold	2,483	–	–	0.08%	52
2023 Q1	$272K	Hold	2,483	–	–	0.08%	51
2022 Q4	$274K	Hold	2,483	–	–	0.09%	50
2022 Q3	$217K	Hold	2,483	–	–	0.09%	52
2022 Q2	$213K	Hold	2,483	–	–	0.08%	52
2022 Q1	$205K	Buy	+2,483	New	+$193K	0.08%	56
2020 Q3	–	Sell	-8,250	Closed	-$369K	–	55
2020 Q2	$369K	Sell	8,250 -8,170	-50%	-$366K	0.35%	40
2020 Q1	$623K	Sell	16,420 -2,039	-11%	-$113K	0.8%	34
2019 Q4	$1.29M	Buy	+18,459	New	+$1.28M	1.42%	28

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lowell Blake & Associates's XOM Position: Q3 2023 in Review

Lowell Blake & Associates held its ExxonMobil (XOM) position steady in Q3 2023 at 2,483 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #51.

Lowell Blake & Associates first reported a position in XOM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2019. 3,578 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Lowell Blake & Associates held 2,483 shares of ExxonMobil worth $292K as of Q3 2023.
Lowell Blake & Associates left its ExxonMobil share count unchanged in Q3 2023.
ExxonMobil made up 0.08% of Lowell Blake & Associates's portfolio in Q3 2023, its #51 holding.
Lowell Blake & Associates first reported a position in ExxonMobil in Q4 2019 and has held it in 10 quarters since.
Lowell Blake & Associates's ExxonMobil position peaked at $1.29M in Q4 2019.
3,578 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.