Scott Investment Partners’s ExxonMobil XOM Stock Holding History

Scott Investment Partners’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 Q3	$2.14M	Hold	18,200	–	–	4.92%	1
2023 Q2	$1.95M	Hold	18,200	–	–	4.39%	2
2023 Q1	$2M	Hold	18,200	–	–	4.6%	1
2022 Q4	$2.01M	Hold	18,200	–	–	4.85%	1
2022 Q3	$1.59M	Hold	18,200	–	–	4.27%	2
2022 Q2	$1.56M	Hold	18,200	–	–	1.04%	28
2022 Q1	$1.5M	Hold	18,200	–	–	0.9%	27
2021 Q4	$1.11M	Buy	18,200 +3,000	+20%	+$187K	0.7%	28
2021 Q3	$894K	Hold	15,200	–	–	0.61%	32
2021 Q2	$959K	Hold	15,200	–	–	0.67%	32
2021 Q1	$849K	Hold	15,200	–	–	0.62%	35
2020 Q4	$627K	Buy	+15,200	New	+$570K	0.5%	36

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scott Investment Partners's XOM Position: Q3 2023 in Review

Scott Investment Partners held its ExxonMobil (XOM) position steady in Q3 2023 at 18,200 shares worth $2.14M. The position accounts for 4.92% of the portfolio, ranked #1.

Scott Investment Partners first reported a position in XOM in Q4 2020 and has held it in 12 quarters since. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Scott Investment Partners held 18,200 shares of ExxonMobil worth $2.14M as of Q3 2023.
Scott Investment Partners left its ExxonMobil share count unchanged in Q3 2023.
ExxonMobil made up 4.92% of Scott Investment Partners's portfolio in Q3 2023, its #1 holding.
Scott Investment Partners first reported a position in ExxonMobil in Q4 2020 and has held it in 12 quarters since.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.