Socha Financial Group’s ExxonMobil XOM Stock Holding History

Socha Financial Group’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 Q2	–	Sell	-2,299	Closed	-$267K	–	31
2024 Q1	$267K	Buy	2,299 +3	+0.1%	+$314	0.12%	27
2023 Q4	$230K	Buy	2,296 +58	+3%	+$6.1K	0.11%	28
2023 Q3	$263K	Buy	2,238 +2	+0.1%	+$219	0.14%	23
2023 Q2	$240K	Buy	+2,236	New	+$244K	0.13%	27
2023 Q1	–	Sell	-2,837	Closed	-$313K	–	27
2022 Q4	$313K	Buy	+2,837	New	+$304K	0.22%	19

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Socha Financial Group's XOM Position: Q2 2024 in Review

Socha Financial Group sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 2,299 shares — an estimated $267K sold.

Socha Financial Group first reported a position in XOM in Q4 2022 and held it in 5 quarters. The position peaked at $313K in Q4 2022. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Socha Financial Group reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Socha Financial Group sold 2,299 ExxonMobil shares in Q2 2024, an estimated $267K.
Socha Financial Group first reported a position in ExxonMobil in Q4 2022 and held it in 5 quarters.
Socha Financial Group's ExxonMobil position peaked at $313K in Q4 2022.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Socha Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.