Van Leeuwen & Company’s ExxonMobil XOM Stock Holding History

Van Leeuwen & Company’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 Q1	$625K	Sell	5,377 -112	-2%	-$11.7K	0.32%	63
2023 Q4	$549K	Buy	5,489 +98	+2%	+$10.3K	0.32%	66
2023 Q3	$634K	Buy	5,391 +67	+1%	+$7.35K	0.39%	50
2023 Q2	$572K	Hold	5,324	–	–	0.36%	53
2023 Q1	$584K	Buy	5,324 +308	+6%	+$34.1K	0.39%	53
2022 Q4	$553K	Buy	5,016 +88	+2%	+$9.43K	0.38%	50
2022 Q3	$430K	Hold	4,928	–	–	0.34%	46
2022 Q2	$422K	Buy	4,928 +249	+5%	+$22.5K	0.35%	43
2022 Q1	$386K	Sell	4,679 -80	-2%	-$6.22K	0.28%	54
2021 Q4	$291K	Hold	4,759	–	–	0.16%	58
2021 Q3	$280K	Buy	4,759 +80	+2%	+$4.56K	0.17%	60
2021 Q2	$296K	Buy	4,679 +648	+16%	+$38.7K	0.18%	66
2021 Q1	$225K	Buy	+4,031	New	+$211K	0.15%	60
2020 Q1	–	Sell	-4,436	Closed	-$310K	–	83
2019 Q4	$310K	Sell	4,436 -532	-11%	-$36.8K	0.26%	66
2019 Q3	$351K	Hold	4,968	–	–	0.33%	59
2019 Q2	$381K	Sell	4,968 -182	-4%	-$14.1K	0.34%	63
2019 Q1	$416K	Hold	5,150	–	–	0.39%	59
2018 Q4	$351K	Hold	5,150	–	–	0.35%	60
2018 Q3	$438K	Buy	+5,150	New	+$421K	0.4%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Van Leeuwen & Company's XOM Position: Q1 2024 in Review

Van Leeuwen & Company reduced its ExxonMobil (XOM) stake by 2% in Q1 2024, selling an estimated $11.7K and leaving 5,377 shares worth $625K. The position accounts for 0.32% of the portfolio, ranked #63.

Van Leeuwen & Company first reported a position in XOM in Q3 2018 and has held it in 19 quarters since. The position peaked at $634K in Q3 2023. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Van Leeuwen & Company held 5,377 shares of ExxonMobil worth $625K as of Q1 2024.
Van Leeuwen & Company sold 112 ExxonMobil shares in Q1 2024, an estimated $11.7K.
ExxonMobil made up 0.32% of Van Leeuwen & Company's portfolio in Q1 2024, its #63 holding.
Van Leeuwen & Company first reported a position in ExxonMobil in Q3 2018 and has held it in 19 quarters since.
Van Leeuwen & Company's ExxonMobil position peaked at $634K in Q3 2023.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.