Schoolcraft Capital’s ExxonMobil XOM Stock Holding History

Schoolcraft Capital’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	-2,190	Closed	-$219K	–	68
2023 Q4	$219K	Sell	2,190 -2,301	-51%	-$242K	0.06%	63
2023 Q3	$528K	Hold	4,491	–	–	0.15%	41
2023 Q2	$482K	Sell	4,491 -1,589	-26%	-$173K	0.13%	41
2023 Q1	$667K	Hold	6,080	–	–	0.19%	35
2022 Q4	$671K	Hold	6,080	–	–	0.21%	32
2022 Q3	$531K	Hold	6,080	–	–	0.18%	34
2022 Q2	$521K	Hold	6,080	–	–	0.17%	34
2022 Q1	$502K	Hold	6,080	–	–	0.15%	37
2021 Q4	$372K	Hold	6,080	–	–	0.11%	42
2021 Q3	$358K	Hold	6,080	–	–	0.12%	40
2021 Q2	$384K	Hold	6,080	–	–	0.14%	40
2021 Q1	$339K	Hold	6,080	–	–	0.14%	40
2020 Q4	$251K	Hold	6,080	–	–	0.11%	44
2020 Q3	$209K	Sell	6,080 -462	-7%	-$18.9K	0.1%	46
2020 Q2	$293K	Sell	6,542 -200	-3%	-$8.97K	0.14%	40
2020 Q1	$256K	Sell	6,742 -200	-3%	-$11K	0.16%	45
2019 Q4	$484K	Buy	+6,942	New	+$480K	0.25%	37

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

Schoolcraft Capital's XOM Position: Q1 2024 in Review

Schoolcraft Capital sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 2,190 shares — an estimated $219K sold.

Schoolcraft Capital first reported a position in XOM in Q4 2019 and held it in 17 quarters. The position peaked at $671K in Q4 2022. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Schoolcraft Capital reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Schoolcraft Capital sold 2,190 ExxonMobil shares in Q1 2024, an estimated $219K.
Schoolcraft Capital first reported a position in ExxonMobil in Q4 2019 and held it in 17 quarters.
Schoolcraft Capital's ExxonMobil position peaked at $671K in Q4 2022.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Schoolcraft Capital's 13F filing for Q1 2024, filed 15 Apr 2024.