American Portfolios Advisors’s ExxonMobil XOM Stock Holding History

American Portfolios Advisors’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 Q3	$13M	Sell	148,371 -6,337	-4%	-$579K	0.55%	27
2022 Q2	$13.2M	Buy	154,708 +8,331	+6%	+$751K	0.54%	27
2022 Q1	$12.1M	Buy	146,377 +30,189	+26%	+$2.35M	0.41%	39
2021 Q4	$7.11M	Buy	116,188 +22,874	+25%	+$1.43M	0.24%	74
2021 Q3	$5.49M	Buy	93,314 +1,694	+2%	+$96.5K	0.21%	91
2021 Q2	$5.78M	Sell	91,620 -4,096	-4%	-$245K	0.22%	85
2021 Q1	$5.34M	Buy	95,716 +20,648	+28%	+$1.08M	0.23%	84
2020 Q4	$3.09M	Buy	75,068 +2,452	+3%	+$91.9K	0.16%	127
2020 Q3	$2.49M	Buy	72,616 +534	+0.7%	+$21.8K	0.14%	140
2020 Q2	$3.22M	Buy	72,082 +691	+1%	+$31K	0.21%	97
2020 Q1	$2.71M	Buy	71,391 +12,717	+22%	+$702K	0.23%	98
2019 Q4	$4.09M	Sell	58,674 -2,720	-4%	-$188K	0.29%	76
2019 Q3	$4.34M	Buy	61,394 +2,145	+4%	+$155K	0.36%	59
2019 Q2	$4.54M	Buy	59,249 +2,126	+4%	+$165K	0.38%	54
2019 Q1	$4.62M	Buy	57,123 +9,868	+21%	+$752K	0.43%	47
2018 Q4	$3.22M	Buy	47,255 +287	+0.6%	+$22.5K	0.4%	57
2018 Q3	$3.99M	Sell	46,968 -1,377	-3%	-$113K	0.46%	43
2018 Q2	$4M	Buy	48,345 +3,964	+9%	+$316K	0.54%	33
2018 Q1	$3.31M	Sell	44,381 -2,991	-6%	-$239K	0.49%	39
2017 Q4	$3.96M	Buy	+47,372	New	+$3.92M	0.63%	26

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 New York Mellon New York $544B AUM 28.31% 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

American Portfolios Advisors's XOM Position: Q3 2022 in Review

American Portfolios Advisors reduced its ExxonMobil (XOM) stake by 4.1% in Q3 2022, selling an estimated $579K and leaving 148,371 shares worth $13M. The position accounts for 0.55% of the portfolio, ranked #27.

American Portfolios Advisors first reported a position in XOM in Q4 2017 and has held it in 20 quarters since. The position peaked at $13.2M in Q2 2022. 3,218 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

American Portfolios Advisors held 148,371 shares of ExxonMobil worth $13M as of Q3 2022.
American Portfolios Advisors sold 6,337 ExxonMobil shares in Q3 2022, an estimated $579K.
ExxonMobil made up 0.55% of American Portfolios Advisors's portfolio in Q3 2022, its #27 holding.
American Portfolios Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's ExxonMobil position peaked at $13.2M in Q2 2022.
3,218 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.