Union Investments & Development’s ExxonMobil XOM Stock Holding History

Union Investments & Development’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 Q3	$199K	Hold	1,700	–	–	1.15%	15
2024 Q2	$196K	Sell	1,700 -1,700	-50%	-$198K	1.19%	13
2024 Q1	$395K	Hold	3,400	–	–	1.8%	9
2023 Q4	$340K	Hold	3,400	–	–	0.32%	11
2023 Q3	$400K	Hold	3,400	–	–	0.22%	10
2023 Q2	$365K	Hold	3,400	–	–	0.18%	12
2023 Q1	$373K	Hold	3,400	–	–	0.21%	13
2022 Q4	$394K	Hold	3,400	–	–	0.23%	11
2022 Q3	$297K	Hold	3,400	–	–	0.13%	14
2022 Q2	$291K	Hold	3,400	–	–	0.13%	11
2022 Q1	$281K	Hold	3,400	–	–	0.1%	11
2021 Q4	$208K	Buy	+3,400	New	+$212K	0.07%	13

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

Union Investments & Development's XOM Position: Q3 2024 in Review

Union Investments & Development held its ExxonMobil (XOM) position steady in Q3 2024 at 1,700 shares worth $199K. The position accounts for 1.15% of the portfolio, ranked #15.

Union Investments & Development first reported a position in XOM in Q4 2021 and has held it in 12 quarters since. The position peaked at $400K in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Union Investments & Development held 1,700 shares of ExxonMobil worth $199K as of Q3 2024.
Union Investments & Development left its ExxonMobil share count unchanged in Q3 2024.
ExxonMobil made up 1.15% of Union Investments & Development's portfolio in Q3 2024, its #15 holding.
Union Investments & Development first reported a position in ExxonMobil in Q4 2021 and has held it in 12 quarters since.
Union Investments & Development's ExxonMobil position peaked at $400K in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.