WJ Interests’s ExxonMobil XOM Stock Holding History

WJ Interests’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	-2,890	Closed	-$340K	–	18
2023 Q3	$340K	Hold	2,890	–	–	0.24%	13
2023 Q2	$292K	Buy	+2,890	New	+$315K	0.19%	14
2023 Q1	–	Sell	-3,290	Closed	-$363K	–	68
2022 Q4	$363K	Buy	+3,290	New	+$353K	0.3%	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

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

WJ Interests's XOM Position: Q4 2023 in Review

WJ Interests sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 2,890 shares — an estimated $340K sold.

WJ Interests first reported a position in XOM in Q4 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

WJ Interests reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
WJ Interests sold 2,890 ExxonMobil shares in Q4 2023, an estimated $340K.
WJ Interests first reported a position in ExxonMobil in Q4 2022 and held it in 3 quarters.
WJ Interests's ExxonMobil position peaked at $363K in Q4 2022.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on WJ Interests's 13F filing for Q4 2023, filed 17 Jan 2024.