TCWP’s ExxonMobil XOM Stock Holding History

TCWP’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	-4,948	Closed	-$582K	–	107
2023 Q3	$582K	Sell	4,948 -10,774	-69%	-$1.18M	0.44%	58
2023 Q2	$1.69M	Sell	15,722 -16,322	-51%	-$1.78M	0.36%	73
2023 Q1	$3.51M	Sell	32,044 -15,103	-32%	-$1.67M	0.67%	46
2022 Q4	$5.2M	Buy	47,147 +12,240	+35%	+$1.31M	1.06%	23
2022 Q3	$3.05M	Sell	34,907 -555	-2%	-$50.7K	0.65%	45
2022 Q2	$3.04M	Sell	35,462 -8,826	-20%	-$796K	0.65%	43
2022 Q1	$3.66M	Sell	44,288 -2,032	-4%	-$158K	0.67%	33
2021 Q4	$2.83M	Buy	+46,320	New	+$2.89M	0.56%	60

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

TCWP's XOM Position: Q4 2023 in Review

TCWP sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 4,948 shares — an estimated $582K sold.

TCWP first reported a position in XOM in Q4 2021 and held it in 8 quarters. The position peaked at $5.2M in Q4 2022. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

TCWP reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
TCWP sold 4,948 ExxonMobil shares in Q4 2023, an estimated $582K.
TCWP first reported a position in ExxonMobil in Q4 2021 and held it in 8 quarters.
TCWP's ExxonMobil position peaked at $5.2M in Q4 2022.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.