Autus Asset Management’s ExxonMobil XOM Stock Holding History

Autus Asset 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	$440K	Hold	3,991	–	–	0.08%	109
2022 Q3	$348K	Sell	3,991 -47	-1%	-$4.29K	0.07%	113
2022 Q2	$346K	Buy	4,038 +64	+2%	+$5.77K	0.06%	118
2022 Q1	$329K	Sell	3,974 -6,513	-62%	-$506K	0.05%	127
2021 Q4	$642K	Buy	10,487 +6,199	+145%	+$387K	0.06%	120
2021 Q3	$253K	Sell	4,288 -4,157	-49%	-$237K	0.03%	153
2021 Q2	$532K	Buy	8,445 +1	+0%	+$60	0.06%	119
2021 Q1	$472K	Sell	8,444 -494	-6%	-$25.9K	0.06%	123
2020 Q4	$369K	Sell	8,938 -2,779	-24%	-$104K	0.05%	124
2020 Q3	$403K	Sell	11,717 -593	-5%	-$24.2K	0.05%	119
2020 Q2	$550K	Sell	12,310 -384	-3%	-$17.2K	0.08%	108
2020 Q1	$482K	Sell	12,694 -3,838	-23%	-$212K	0.08%	106
2019 Q4	$1.15M	Sell	16,532 -125	-0.8%	-$8.64K	0.17%	83
2019 Q3	$1.18M	Sell	16,657 -1,090	-6%	-$78.8K	0.18%	82
2019 Q2	$1.36M	Sell	17,747 -814	-4%	-$63K	0.22%	79
2019 Q1	$1.5M	Sell	18,561 -2,000	-10%	-$152K	0.25%	79
2018 Q4	$1.4M	Sell	20,561 -2,983	-13%	-$234K	0.27%	72
2018 Q3	$2M	Sell	23,544 -2,145	-8%	-$175K	0.33%	69
2018 Q2	$2.13M	Sell	25,689 -307	-1%	-$24.5K	0.37%	68
2018 Q1	$1.94M	Sell	25,996 -2,293	-8%	-$183K	0.35%	68
2017 Q4	$2.37M	Sell	28,289 -1,290	-4%	-$107K	0.43%	65
2017 Q3	$2.42M	Sell	29,579 -878	-3%	-$69.7K	0.47%	62
2017 Q2	$2.46M	Sell	30,457 -348	-1%	-$28.5K	0.5%	60
2017 Q1	$2.53M	Sell	30,805 -890	-3%	-$74.4K	0.53%	60
2016 Q4	$2.86M	Sell	31,695 -815	-3%	-$71.2K	0.63%	54
2016 Q3	$2.84M	Sell	32,510 -1,004	-3%	-$89.1K	0.64%	52
2016 Q2	$3.14M	Sell	33,514 -756	-2%	-$66.8K	0.72%	52
2016 Q1	$2.86M	Sell	34,270 -3,020	-8%	-$242K	0.7%	51
2015 Q4	$2.91M	Buy	37,290 +14,843	+66%	+$1.19M	0.74%	47
2015 Q3	$1.67M	Buy	22,447 +290	+1%	+$22.3K	0.51%	59
2015 Q2	$1.84M	Sell	22,157 -245	-1%	-$21.1K	0.52%	59
2015 Q1	$1.9M	Buy	22,402 +9,984	+80%	+$885K	0.53%	60
2014 Q4	$1.15M	Sell	12,418 -264	-2%	-$24.6K	0.36%	61
2014 Q3	$1.19M	Buy	12,682 +135	+1%	+$13.4K	0.4%	59
2014 Q2	$1.26M	Sell	12,547 -100	-0.8%	-$10.1K	0.44%	59
2014 Q1	$1.24M	Sell	12,647 -89	-0.7%	-$8.48K	0.47%	54
2013 Q4	$1.29M	Sell	12,736 -935	-7%	-$86.5K	0.5%	51
2013 Q3	$1.18M	Sell	13,671 -400	-3%	-$36.1K	0.5%	51
2013 Q2	$1.27M	Buy	+14,071	New	+$1.27M	0.57%	47

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

Autus Asset Management's XOM Position: Q4 2022 in Review

Autus Asset Management held its ExxonMobil (XOM) position steady in Q4 2022 at 3,991 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #109.

Autus Asset Management first reported a position in XOM in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.14M in Q2 2016. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Autus Asset Management held 3,991 shares of ExxonMobil worth $440K as of Q4 2022.
Autus Asset Management left its ExxonMobil share count unchanged in Q4 2022.
ExxonMobil made up 0.08% of Autus Asset Management's portfolio in Q4 2022, its #109 holding.
Autus Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 39 quarters since.
Autus Asset Management's ExxonMobil position peaked at $3.14M in Q2 2016.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

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