Unionview LLC’s ExxonMobil XOM Stock Holding History

Unionview LLC’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 Q4	$686K	Sell	6,373 -48	-0.7%	-$5.62K	0.5%	37
2024 Q3	$753K	Sell	6,421 -28	-0.4%	-$3.23K	0.59%	35
2024 Q2	$742K	Buy	6,449 +316	+5%	+$36.8K	0.61%	33
2024 Q1	$713K	Sell	6,133 -495	-7%	-$51.8K	0.59%	35
2023 Q4	$663K	Buy	6,628 +145	+2%	+$15.2K	0.6%	34
2023 Q3	$762K	Hold	6,483	–	–	0.72%	26
2023 Q2	$695K	Hold	6,483	–	–	0.64%	29
2023 Q1	$711K	Hold	6,483	–	–	0.67%	27
2022 Q4	$715K	Sell	6,483 -107	-2%	-$11.5K	0.71%	26
2022 Q3	$575K	Sell	6,590 -220	-3%	-$20.1K	0.66%	28
2022 Q2	$583K	Sell	6,810 -187	-3%	-$16.9K	0.65%	28
2022 Q1	$578K	Sell	6,997 -104	-1%	-$8.08K	0.54%	39
2021 Q4	$435K	Buy	+7,101	New	+$444K	0.41%	46

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

Unionview LLC's XOM Position: Q4 2024 in Review

Unionview LLC reduced its ExxonMobil (XOM) stake by 0.75% in Q4 2024, selling an estimated $5.62K and leaving 6,373 shares worth $686K. The position accounts for 0.5% of the portfolio, ranked #37.

Unionview LLC first reported a position in XOM in Q4 2021 and has held it in 13 quarters since. The position peaked at $762K in Q3 2023. 4,264 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Unionview LLC held 6,373 shares of ExxonMobil worth $686K as of Q4 2024.
Unionview LLC sold 48 ExxonMobil shares in Q4 2024, an estimated $5.62K.
ExxonMobil made up 0.5% of Unionview LLC's portfolio in Q4 2024, its #37 holding.
Unionview LLC first reported a position in ExxonMobil in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's ExxonMobil position peaked at $762K in Q3 2023.
4,264 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.