Psagot Value Holdings’s ExxonMobil XOM Stock Holding History

Psagot Value Holdings’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	–	Sell	-27	Closed	-$3K	–	136
2024 Q1	$3K	Sell	27 -8,925	-100%	-$934K	0.03%	102
2023 Q4	$896K	Buy	8,952 +3,902	+77%	+$410K	0.39%	55
2023 Q3	$605K	Sell	5,050 -1,500	-23%	-$165K	0.31%	67
2023 Q2	$695K	Sell	6,550 -400	-6%	-$43.6K	0.35%	58
2023 Q1	$753K	Hold	6,950	–	–	0.31%	67
2022 Q4	$767K	Sell	6,950 -5,250	-43%	-$563K	0.23%	84
2022 Q3	$1.06M	Sell	12,200 -1,500	-11%	-$137K	0.3%	60
2022 Q2	$1.17M	Sell	13,700 -4,390	-24%	-$396K	0.27%	67
2022 Q1	$1.49M	Sell	18,090 -3,657	-17%	-$284K	0.33%	60
2021 Q4	$1.33M	Buy	21,747 +7,517	+53%	+$470K	0.25%	78
2021 Q3	$837K	Sell	14,230 -391	-3%	-$22.3K	0.14%	119
2021 Q2	$922K	Hold	14,621	–	–	0.03%	165
2021 Q1	$816K	Hold	14,621	–	–	0.02%	194
2020 Q4	$603K	Buy	+14,621	New	+$548K	0.01%	200
2020 Q1	–	Sell	-11,195	Closed	-$781K	–	443
2019 Q4	$781K	Buy	11,195 +75	+0.7%	+$5.19K	0.03%	189
2019 Q3	$785K	Hold	11,120	–	–	0.03%	169
2019 Q2	$852K	Hold	11,120	–	–	0.03%	183
2019 Q1	$898K	Buy	11,120 +7,740	+229%	+$590K	0.04%	182
2018 Q4	$230K	Buy	3,380 +2,720	+412%	+$213K	0.01%	252
2018 Q3	$56K	Hold	660	–	–	﹤0.01%	291
2018 Q2	$55K	Hold	660	–	–	﹤0.01%	279
2018 Q1	$49K	Hold	660	–	–	﹤0.01%	286
2017 Q4	$55K	Hold	660	–	–	﹤0.01%	248
2017 Q3	$54K	Hold	660	–	–	﹤0.01%	267
2017 Q2	$53K	Hold	660	–	–	﹤0.01%	263
2017 Q1	$54K	Sell	660 -660	-50%	-$55.1K	﹤0.01%	278
2016 Q4	$119K	Buy	+1,320	New	+$115K	0.01%	221
2016 Q3	–	Sell	-106	Closed	-$10K	–	394
2016 Q2	$10K	Sell	106 -7,044	-99%	-$623K	﹤0.01%	297
2016 Q1	$598K	Buy	7,150 +1,800	+34%	+$144K	0.02%	192
2015 Q4	$417K	Sell	5,350 -56,000	-91%	-$4.48M	0.01%	214
2015 Q3	$4.56M	Buy	61,350 +3,300	+6%	+$254K	0.17%	92
2015 Q2	$4.83M	Buy	58,050 +56,050	+2,803%	+$4.82M	0.15%	90
2015 Q1	$170K	Sell	2,000 -1,400	-41%	-$124K	0.01%	260
2014 Q4	$314K	Sell	3,400 -9,833	-74%	-$917K	0.01%	201
2014 Q3	$1.25M	Hold	13,233	–	–	0.04%	134
2014 Q2	$1.33M	Sell	13,233 -75,770	-85%	-$7.64M	0.04%	133
2014 Q1	$8.69M	Buy	89,003 +2,200	+3%	+$210K	0.29%	58
2013 Q4	$8.78M	Buy	86,803 +4,500	+5%	+$416K	0.31%	55
2013 Q3	$7.08M	Sell	82,303 -49,521	-38%	-$4.46M	0.27%	64
2013 Q2	$11.9M	Buy	+131,824	New	+$11.9M	0.5%	47

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

Psagot Value Holdings's XOM Position: Q2 2024 in Review

Psagot Value Holdings sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 27 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in XOM in Q2 2013 and held it in 40 quarters. The position peaked at $11.9M in Q2 2013. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Psagot Value Holdings reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Psagot Value Holdings sold 27 ExxonMobil shares in Q2 2024, an estimated $3K.
Psagot Value Holdings first reported a position in ExxonMobil in Q2 2013 and held it in 40 quarters.
Psagot Value Holdings's ExxonMobil position peaked at $11.9M in Q2 2013.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Psagot Value Holdings's 13F filing for Q2 2024.