Sarah T. Connolly’s ExxonMobil XOM Stock Holding History

Sarah T. Connolly’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	-37,315	Closed	-$4.39M	–	85
2023 Q3	$4.39M	Sell	37,315 -1,644	-4%	-$180K	2.9%	7
2023 Q2	$4.18M	Sell	38,959 -78	-0.2%	-$8.51K	2.53%	7
2023 Q1	$4.28M	Buy	39,037 +6,367	+19%	+$704K	2.71%	6
2022 Q4	$3.6M	Buy	32,670 +937	+3%	+$100K	2.45%	8
2022 Q3	$2.77M	Buy	31,733 +12,833	+68%	+$1.17M	2.03%	10
2022 Q2	$1.62M	Hold	18,900	–	–	1.1%	37
2022 Q1	$1.56M	Hold	18,900	–	–	0.91%	41
2021 Q4	$1.16M	Hold	18,900	–	–	0.65%	54
2021 Q3	$1.11M	Hold	18,900	–	–	0.91%	43
2021 Q2	$1.19M	Hold	18,900	–	–	0.97%	42
2021 Q1	$1.05M	Sell	18,900 -175	-0.9%	-$9.18K	0.94%	45
2020 Q4	$786K	Buy	+19,075	New	+$715K	0.72%	51

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

Sarah T. Connolly's XOM Position: Q4 2023 in Review

Sarah T. Connolly sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 37,315 shares — an estimated $4.39M sold.

Sarah T. Connolly first reported a position in XOM in Q4 2020 and held it in 12 quarters. The position peaked at $4.39M in Q3 2023. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Sarah T. Connolly reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 37,315 ExxonMobil shares in Q4 2023, an estimated $4.39M.
Sarah T. Connolly first reported a position in ExxonMobil in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's ExxonMobil position peaked at $4.39M in Q3 2023.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.