McKinley Capital Management’s ExxonMobil XOM Stock Holding History

McKinley 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
2024 Q2	$7.62M	Sell	66,231 -8,145	-11%	-$949K	1.33%	20
2024 Q1	$8.65M	Buy	74,376 +371	+0.5%	+$38.8K	1.04%	24
2023 Q4	$7.4M	Sell	74,005 -280	-0.4%	-$29.4K	0.95%	31
2023 Q3	$8.73M	Sell	74,285 -3,338	-4%	-$366K	1.23%	17
2023 Q2	$8.33M	Buy	77,623 +22,602	+41%	+$2.47M	1.11%	21
2023 Q1	$6.03M	Buy	+55,021	New	+$6.09M	0.8%	41
2016 Q3	–	Sell	-75,170	Closed	-$7.05M	–	590
2016 Q2	$7.05M	Sell	75,170 -21,060	-22%	-$1.86M	0.34%	100
2016 Q1	$8.04M	Buy	+96,230	New	+$7.71M	0.39%	68
2014 Q4	–	Sell	-12,763	Closed	-$1.2M	–	357
2014 Q3	$1.2M	Sell	12,763 -112,870	-90%	-$11.2M	0.05%	200
2014 Q2	$12.6M	Buy	125,633 +106,630	+561%	+$10.8M	0.52%	53
2014 Q1	$1.86M	Sell	19,003 -2,134	-10%	-$203K	0.08%	182
2013 Q4	$2.14M	Buy	21,137 +494	+2%	+$45.7K	0.08%	187
2013 Q3	$1.78M	Hold	20,643	–	–	0.08%	186
2013 Q2	$1.86M	Buy	+20,643	New	+$1.86M	0.09%	160

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

McKinley Capital Management's XOM Position: Q2 2024 in Review

McKinley Capital Management reduced its ExxonMobil (XOM) stake by 11% in Q2 2024, selling an estimated $949K and leaving 66,231 shares worth $7.62M. The position accounts for 1.33% of the portfolio, ranked #20.

McKinley Capital Management first reported a position in XOM in Q2 2013 and has held it in 14 quarters since. The position peaked at $12.6M in Q2 2014. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

McKinley Capital Management held 66,231 shares of ExxonMobil worth $7.62M as of Q2 2024.
McKinley Capital Management sold 8,145 ExxonMobil shares in Q2 2024, an estimated $949K.
ExxonMobil made up 1.33% of McKinley Capital Management's portfolio in Q2 2024, its #20 holding.
McKinley Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 14 quarters since.
McKinley Capital Management's ExxonMobil position peaked at $12.6M in Q2 2014.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.