Triasima Portfolio Management’s ExxonMobil XOM Stock Holding History

Triasima Portfolio 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 Q3	–	Sell	-5,625	Closed	-$799K	–	156
2023 Q2	$799K	Buy	5,625 +1,062	+23%	+$116K	0.05%	102
2023 Q1	$500K	Buy	4,563 +153	+3%	+$16.9K	0.04%	108
2022 Q4	$486K	Buy	+4,410	New	+$473K	0.04%	104

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

Triasima Portfolio Management's XOM Position: Q3 2023 in Review

Triasima Portfolio Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 5,625 shares — an estimated $799K sold.

Triasima Portfolio Management first reported a position in XOM in Q4 2022 and held it in 3 quarters. The position peaked at $799K in Q2 2023. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Triasima Portfolio Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Triasima Portfolio Management sold 5,625 ExxonMobil shares in Q3 2023, an estimated $799K.
Triasima Portfolio Management first reported a position in ExxonMobil in Q4 2022 and held it in 3 quarters.
Triasima Portfolio Management's ExxonMobil position peaked at $799K in Q2 2023.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Triasima Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.