Brainard Capital Management’s ExxonMobil XOM Stock Holding History

Brainard Capital 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
2023 Q1	$582K	Sell	5,304 -16	-0.3%	-$1.77K	0.45%	41
2022 Q4	$587K	Buy	+5,320	New	+$570K	0.5%	38

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brainard Capital Management's XOM Position: Q1 2023 in Review

Brainard Capital Management reduced its ExxonMobil (XOM) stake by 0.3% in Q1 2023, selling an estimated $1.77K and leaving 5,304 shares worth $582K. The position accounts for 0.45% of the portfolio, ranked #41.

Brainard Capital Management first reported a position in XOM in Q4 2022 and has held it in 2 quarters since. The position peaked at $587K in Q4 2022. 3,517 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Brainard Capital Management held 5,304 shares of ExxonMobil worth $582K as of Q1 2023.
Brainard Capital Management sold 16 ExxonMobil shares in Q1 2023, an estimated $1.77K.
ExxonMobil made up 0.45% of Brainard Capital Management's portfolio in Q1 2023, its #41 holding.
Brainard Capital Management first reported a position in ExxonMobil in Q4 2022 and has held it in 2 quarters since.
Brainard Capital Management's ExxonMobil position peaked at $587K in Q4 2022.
3,517 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.