Bickling Financial Services’s ExxonMobil XOM Stock Holding History

Bickling Financial Services’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	$1.93M	Buy	17,530 +12	+0.1%	+$1.29K	1.21%	20
2022 Q3	$1.53M	Buy	17,518 +121	+0.7%	+$11K	1.03%	25
2022 Q2	$1.49M	Buy	17,397 +102	+0.6%	+$9.2K	0.95%	26
2022 Q1	$1.43M	Sell	17,295 -1,704	-9%	-$132K	0.73%	33
2021 Q4	$1.16M	Buy	18,999 +52	+0.3%	+$3.25K	0.56%	36
2021 Q3	$1.11M	Sell	18,947 -3,196	-14%	-$182K	0.57%	36
2021 Q2	$1.4M	Buy	22,143 +8,636	+64%	+$516K	0.63%	34
2021 Q1	$754K	Buy	13,507 +8,665	+179%	+$454K	0.38%	51
2020 Q4	$200K	Buy	+4,842	New	+$182K	0.12%	93

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

Bickling Financial Services's XOM Position: Q4 2022 in Review

Bickling Financial Services increased its ExxonMobil (XOM) stake by 0.07% in Q4 2022, buying an estimated $1.29K and bringing the position to 17,530 shares worth $1.93M. The position accounts for 1.21% of the portfolio, ranked #20.

Bickling Financial Services first reported a position in XOM in Q4 2020 and has held it in 9 quarters since. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Bickling Financial Services held 17,530 shares of ExxonMobil worth $1.93M as of Q4 2022.
Bickling Financial Services bought 12 ExxonMobil shares in Q4 2022, an estimated $1.29K.
ExxonMobil made up 1.21% of Bickling Financial Services's portfolio in Q4 2022, its #20 holding.
Bickling Financial Services first reported a position in ExxonMobil in Q4 2020 and has held it in 9 quarters since.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.