Ratio Wealth Group’s ExxonMobil XOM Stock Holding History

Ratio Wealth Group’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 Q4	–	Sell	-1,758	Closed	-$207K	–	78
2023 Q3	$207K	Sell	1,758 -175	-9%	-$19.2K	0.05%	67
2023 Q2	$207K	Buy	+1,933	New	+$211K	0.05%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Ratio Wealth Group's XOM Position: Q4 2023 in Review

Ratio Wealth Group sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 1,758 shares — an estimated $207K sold.

Ratio Wealth Group first reported a position in XOM in Q2 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Ratio Wealth Group reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Ratio Wealth Group sold 1,758 ExxonMobil shares in Q4 2023, an estimated $207K.
Ratio Wealth Group first reported a position in ExxonMobil in Q2 2023 and held it in 2 quarters.
Ratio Wealth Group's ExxonMobil position peaked at $207K in Q2 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Ratio Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.