Burleson & Co’s ExxonMobil XOM Stock Holding History

Burleson & Co’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	$1.2M	Buy	10,867 +1,066	+11%	+$114K	0.3%	77
2022 Q3	$856K	Buy	9,801 +2,747	+39%	+$251K	0.18%	83
2022 Q2	$604K	Buy	7,054 +8	+0.1%	+$722	0.13%	87
2022 Q1	$582K	Buy	7,046 +1	+0%	+$78	0.09%	99
2021 Q4	$431K	Buy	7,045 +2	+0%	+$125	0.06%	110
2021 Q3	$414K	Buy	7,043 +2	+0%	+$114	0.06%	103
2021 Q2	$444K	Sell	7,041 -4	-0.1%	-$239	0.06%	106
2021 Q1	$393K	Buy	7,045 +6	+0.1%	+$315	0.06%	105
2020 Q4	$290K	Sell	7,039 -96	-1%	-$3.6K	0.05%	113
2020 Q3	$234K	Sell	7,135 -8,304	-54%	-$339K	0.04%	127
2020 Q2	$671K	Sell	15,439 -1,582	-9%	-$71K	0.15%	93
2020 Q1	$786K	Sell	17,021 -1,046	-6%	-$57.8K	0.2%	81
2019 Q4	$1.21M	Sell	18,067 -291	-2%	-$20.1K	0.34%	69
2019 Q3	$1.28M	Buy	18,358 +11	+0.1%	+$795	0.45%	52
2019 Q2	$1.33M	Buy	18,347 +11	+0.1%	+$852	0.56%	50
2019 Q1	$1.42M	Buy	18,336 +10	+0.1%	+$762	0.6%	45
2018 Q4	$1.43M	Sell	18,326 -4,118	-18%	-$323K	0.74%	40
2018 Q3	$1.78M	Sell	22,444 -20,108	-47%	-$1.64M	1%	30
2018 Q2	$3.52M	Buy	42,552 +16,790	+65%	+$1.34M	2.05%	10
2018 Q1	$1.92M	Buy	25,762 +1,694	+7%	+$135K	1.25%	20
2017 Q4	$2.01M	Buy	+24,068	New	+$1.99M	1.3%	19

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

Burleson & Co's XOM Position: Q4 2022 in Review

Burleson & Co increased its ExxonMobil (XOM) stake by 11% in Q4 2022, buying an estimated $114K and bringing the position to 10,867 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #77.

Burleson & Co first reported a position in XOM in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.52M in Q2 2018. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Burleson & Co held 10,867 shares of ExxonMobil worth $1.2M as of Q4 2022.
Burleson & Co bought 1,066 ExxonMobil shares in Q4 2022, an estimated $114K.
ExxonMobil made up 0.3% of Burleson & Co's portfolio in Q4 2022, its #77 holding.
Burleson & Co first reported a position in ExxonMobil in Q4 2017 and has held it in 21 quarters since.
Burleson & Co's ExxonMobil position peaked at $3.52M in Q2 2018.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.