Affinia Financial Group’s ExxonMobil XOM Stock Holding History

Affinia Financial Group’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 Q2	$284K	Sell	2,702 -1,301	-33%	-$142K	0.2%	26
2023 Q1	$472K	Sell	4,003 -61	-2%	-$6.75K	0.35%	17
2022 Q4	$447K	Buy	+4,064	New	+$435K	0.38%	17

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Affinia Financial Group's XOM Position: Q2 2023 in Review

Affinia Financial Group reduced its ExxonMobil (XOM) stake by 33% in Q2 2023, selling an estimated $142K and leaving 2,702 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #26.

Affinia Financial Group first reported a position in XOM in Q4 2022 and has held it in 3 quarters since. The position peaked at $472K in Q1 2023. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Affinia Financial Group held 2,702 shares of ExxonMobil worth $284K as of Q2 2023.
Affinia Financial Group sold 1,301 ExxonMobil shares in Q2 2023, an estimated $142K.
ExxonMobil made up 0.2% of Affinia Financial Group's portfolio in Q2 2023, its #26 holding.
Affinia Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 3 quarters since.
Affinia Financial Group's ExxonMobil position peaked at $472K in Q1 2023.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.