Scholtz & Company’s ExxonMobil XOM Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-4,114	Closed	-$411K	–	70
2023 Q4	$411K	Buy	+4,114	New	+$432K	0.2%	51
2021 Q3	–	Sell	-3,600	Closed	-$227K	–	76
2021 Q2	$227K	Buy	+3,600	New	+$215K	0.08%	67
2014 Q4	–	Sell	-2,200	Closed	-$207K	–	68
2014 Q3	$207K	Sell	2,200 -900	-29%	-$89.6K	0.2%	66
2014 Q2	$312K	Hold	3,100	–	–	0.3%	59
2014 Q1	$303K	Buy	+3,100	New	+$295K	0.32%	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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Scholtz & Company's XOM Position: Q1 2024 in Review

Scholtz & Company sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 4,114 shares — an estimated $411K sold.

Scholtz & Company first reported a position in XOM in Q1 2014 and held it in 5 quarters. The position peaked at $411K in Q4 2023. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Scholtz & Company reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Scholtz & Company sold 4,114 ExxonMobil shares in Q1 2024, an estimated $411K.
Scholtz & Company first reported a position in ExxonMobil in Q1 2014 and held it in 5 quarters.
Scholtz & Company's ExxonMobil position peaked at $411K in Q4 2023.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.