Strategic Equity Management’s ExxonMobil XOM Stock Holding History

Strategic Equity Management’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	-2,004	Closed	-$236K	–	44
2023 Q3	$236K	Buy	2,004 +1	+0%	+$110	0.09%	38
2023 Q2	$215K	Hold	2,003	–	–	0.07%	38
2023 Q1	$220K	Buy	+2,003	New	+$222K	0.08%	40

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

Strategic Equity Management's XOM Position: Q4 2023 in Review

Strategic Equity Management sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 2,004 shares — an estimated $236K sold.

Strategic Equity Management first reported a position in XOM in Q1 2023 and held it in 3 quarters. The position peaked at $236K in Q3 2023. 3,757 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Strategic Equity Management reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
Strategic Equity Management sold 2,004 ExxonMobil shares in Q4 2023, an estimated $236K.
Strategic Equity Management first reported a position in ExxonMobil in Q1 2023 and held it in 3 quarters.
Strategic Equity Management's ExxonMobil position peaked at $236K in Q3 2023.
3,757 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Strategic Equity Management's 13F filing for Q4 2023, filed 7 Feb 2024.