Brightworth’s ExxonMobil XOM Stock Holding History

Brightworth’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	$382K	Sell	4,374 -406	-8%	-$37.1K	0.04%	104
2022 Q2	$409K	Buy	4,780 +49	+1%	+$4.42K	0.04%	98
2022 Q1	$391K	Sell	4,731 -1,183	-20%	-$92K	0.04%	99
2021 Q4	$362K	Buy	5,914 +1,373	+30%	+$85.8K	0.03%	98
2021 Q3	$267K	Sell	4,541 -45	-1%	-$2.56K	0.02%	98
2021 Q2	$289K	Buy	4,586 +92	+2%	+$5.49K	0.02%	92
2021 Q1	$251K	Buy	+4,494	New	+$236K	0.02%	91
2020 Q1	–	Sell	-4,803	Closed	-$335K	–	95
2019 Q4	$335K	Buy	4,803 +1,357	+39%	+$93.8K	0.06%	77
2019 Q3	$243K	Sell	3,446 -7	-0.2%	-$506	0.05%	83
2019 Q2	$265K	Sell	3,453 -2,253	-39%	-$174K	0.06%	79
2019 Q1	$461K	Sell	5,706 -361	-6%	-$27.5K	0.1%	65
2018 Q4	$414K	Sell	6,067 -382	-6%	-$30K	0.1%	64
2018 Q3	$548K	Buy	6,449 +15	+0.2%	+$1.23K	0.12%	54
2018 Q2	$532K	Sell	6,434 -11,831	-65%	-$943K	0.13%	56
2018 Q1	$1.36M	Sell	18,265 -183	-1%	-$14.6K	0.31%	41
2017 Q4	$1.54M	Sell	18,448 -43	-0.2%	-$3.56K	0.35%	39
2017 Q3	$1.52M	Buy	18,491 +15,416	+501%	+$1.22M	0.37%	37
2017 Q2	$248K	Hold	3,075	–	–	0.14%	26
2017 Q1	$252K	Hold	3,075	–	–	0.14%	25
2016 Q4	$278K	Buy	+3,075	New	+$269K	0.15%	29

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

Brightworth's XOM Position: Q3 2022 in Review

Brightworth reduced its ExxonMobil (XOM) stake by 8.5% in Q3 2022, selling an estimated $37.1K and leaving 4,374 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #104.

Brightworth first reported a position in XOM in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2017. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Brightworth held 4,374 shares of ExxonMobil worth $382K as of Q3 2022.
Brightworth sold 406 ExxonMobil shares in Q3 2022, an estimated $37.1K.
ExxonMobil made up 0.04% of Brightworth's portfolio in Q3 2022, its #104 holding.
Brightworth first reported a position in ExxonMobil in Q4 2016 and has held it in 20 quarters since.
Brightworth's ExxonMobil position peaked at $1.54M in Q4 2017.
3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.