Axiom Financial Strategies’s ExxonMobil XOM Stock Holding History

Axiom Financial Strategies’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	–	Sell	-8,112	Closed	-$708K	–	72
2022 Q3	$708K	Buy	8,112 +203	+3%	+$18.5K	0.38%	36
2022 Q2	$677K	Hold	7,909	–	–	0.36%	37
2022 Q1	$680K	Buy	7,909 +1,173	+17%	+$91.2K	0.34%	39
2021 Q4	$412K	Hold	6,736	–	–	0.19%	46
2021 Q3	$396K	Sell	6,736 -20	-0.3%	-$1.14K	0.19%	47
2021 Q2	$426K	Sell	6,756 -789	-10%	-$47.1K	0.2%	46
2021 Q1	$421K	Buy	7,545 +64	+0.9%	+$3.35K	0.21%	45
2020 Q4	$257K	Hold	7,481	–	–	0.15%	54
2020 Q3	$257K	Sell	7,481 -271	-3%	-$11.1K	0.15%	54
2020 Q2	$347K	Sell	7,752 -185	-2%	-$8.3K	0.23%	41
2020 Q1	$301K	Buy	+7,937	New	+$438K	0.24%	44

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

Axiom Financial Strategies's XOM Position: Q4 2022 in Review

Axiom Financial Strategies sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 8,112 shares — an estimated $708K sold.

Axiom Financial Strategies first reported a position in XOM in Q1 2020 and held it in 11 quarters. The position peaked at $708K in Q3 2022. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Axiom Financial Strategies reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 8,112 ExxonMobil shares in Q4 2022, an estimated $708K.
Axiom Financial Strategies first reported a position in ExxonMobil in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's ExxonMobil position peaked at $708K in Q3 2022.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.