Aevitas Wealth Management’s ExxonMobil XOM Stock Holding History

Aevitas Wealth 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
2022 Q4	$6.03M	Buy	54,661 +1,685	+3%	+$181K	3.57%	5
2022 Q3	$4.63M	Buy	52,976 +355	+0.7%	+$32.4K	3.48%	7
2022 Q2	$4.51M	Buy	52,621 +5,464	+12%	+$493K	3.05%	7
2022 Q1	$3.9M	Buy	47,157 +30,841	+189%	+$2.4M	2.38%	10
2021 Q4	$998K	Buy	16,316 +10,515	+181%	+$657K	0.59%	49
2021 Q3	$341K	Buy	5,801 +2,270	+64%	+$129K	0.22%	99
2021 Q2	$223K	Sell	3,531 -43	-1%	-$2.57K	0.14%	119
2021 Q1	$200K	Buy	+3,574	New	+$187K	0.14%	117
2020 Q4	–	Sell	-6,600	Closed	-$227K	–	121
2020 Q3	$227K	Sell	6,600 -2,213	-25%	-$90.5K	0.19%	99
2020 Q2	$394K	Buy	8,813 +1,322	+18%	+$59.3K	0.36%	74
2020 Q1	$284K	Sell	7,491 -8,007	-52%	-$442K	0.32%	79
2019 Q4	$1.1M	Sell	15,498 -1,364	-8%	-$94.3K	1.04%	30
2019 Q3	$1.19M	Buy	16,862 +3,026	+22%	+$219K	1.19%	25
2019 Q2	$1.06M	Sell	13,836 -2,279	-14%	-$176K	1.07%	28
2019 Q1	$1.3M	Buy	16,115 +12,689	+370%	+$967K	1.16%	24
2018 Q4	$234K	Buy	3,426 +6	+0.2%	+$471	0.24%	91
2018 Q3	$291K	Buy	3,420 +510	+18%	+$41.7K	0.26%	89
2018 Q2	$241K	Buy	2,910 +2,626	+925%	+$209K	0.23%	94
2018 Q1	$21K	Sell	284 -300	-51%	-$24K	0.02%	251
2017 Q4	$49K	Buy	+584	New	+$48.3K	0.05%	185

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's XOM Position: Q4 2022 in Review

Aevitas Wealth Management increased its ExxonMobil (XOM) stake by 3.2% in Q4 2022, buying an estimated $181K and bringing the position to 54,661 shares worth $6.03M. The position accounts for 3.57% of the portfolio, ranked #5.

Aevitas Wealth Management first reported a position in XOM in Q4 2017 and has held it in 20 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Aevitas Wealth Management held 54,661 shares of ExxonMobil worth $6.03M as of Q4 2022.
Aevitas Wealth Management bought 1,685 ExxonMobil shares in Q4 2022, an estimated $181K.
ExxonMobil made up 3.57% of Aevitas Wealth Management's portfolio in Q4 2022, its #5 holding.
Aevitas Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 20 quarters since.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.