Rollins Financial’s ExxonMobil XOM Stock Holding History

Rollins Financial’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 Q1	–	Sell	-2,671	Closed	-$295K	–	135
2022 Q4	$295K	Sell	2,671 -3,442	-56%	-$369K	0.11%	91
2022 Q3	$534K	Sell	6,113 -558	-8%	-$50.9K	0.2%	50
2022 Q2	$571K	Sell	6,671 -17	-0.3%	-$1.53K	0.2%	57
2022 Q1	$552K	Sell	6,688 -537	-7%	-$41.7K	0.16%	56
2021 Q4	$442K	Buy	+7,225	New	+$452K	0.13%	66

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rollins Financial's XOM Position: Q1 2023 in Review

Rollins Financial sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 2,671 shares — an estimated $295K sold.

Rollins Financial first reported a position in XOM in Q4 2021 and held it in 5 quarters. The position peaked at $571K in Q2 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Rollins Financial reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Rollins Financial sold 2,671 ExxonMobil shares in Q1 2023, an estimated $295K.
Rollins Financial first reported a position in ExxonMobil in Q4 2021 and held it in 5 quarters.
Rollins Financial's ExxonMobil position peaked at $571K in Q2 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Rollins Financial's 13F filing for Q1 2023, filed 3 May 2023.