Resource Consulting Group’s ExxonMobil XOM Stock Holding History

Resource Consulting 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	$455K	Sell	4,547 -54	-1%	-$5.68K	0.08%	41
2023 Q3	$541K	Sell	4,601 -143	-3%	-$15.7K	0.11%	35
2023 Q2	$509K	Sell	4,744 -35	-0.7%	-$3.82K	0.1%	41
2023 Q1	$524K	Sell	4,779 -45	-0.9%	-$4.98K	0.14%	20
2022 Q4	$532K	Sell	4,824 -941	-16%	-$101K	0.14%	19
2022 Q3	$503K	Buy	5,765 +800	+16%	+$73K	0.14%	25
2022 Q2	$425K	Sell	4,965 -1,000	-17%	-$90.2K	0.18%	35
2022 Q1	$493K	Buy	5,965 +1,000	+20%	+$77.7K	0.17%	47
2021 Q4	$304K	Buy	+4,965	New	+$310K	0.11%	61

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

Resource Consulting Group's XOM Position: Q4 2023 in Review

Resource Consulting Group reduced its ExxonMobil (XOM) stake by 1.2% in Q4 2023, selling an estimated $5.68K and leaving 4,547 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #41.

Resource Consulting Group first reported a position in XOM in Q4 2021 and has held it in 9 quarters since. The position peaked at $541K in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Resource Consulting Group held 4,547 shares of ExxonMobil worth $455K as of Q4 2023.
Resource Consulting Group sold 54 ExxonMobil shares in Q4 2023, an estimated $5.68K.
ExxonMobil made up 0.08% of Resource Consulting Group's portfolio in Q4 2023, its #41 holding.
Resource Consulting Group first reported a position in ExxonMobil in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's ExxonMobil position peaked at $541K in Q3 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.