Capital Directions Investment Advisors’s ExxonMobil XOM Stock Holding History

Capital Directions Investment Advisors’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	$364K	Buy	+3,302	New	+$354K	0.14%	43
2022 Q3	–	Sell	-3,652	Closed	-$333K	–	54
2022 Q2	$313K	Buy	3,652 +390	+12%	+$35.2K	0.1%	57
2022 Q1	$269K	Sell	3,262 -450	-12%	-$35K	0.08%	64
2021 Q4	$227K	Buy	3,712 +39	+1%	+$2.44K	0.07%	67
2021 Q3	$216K	Hold	3,673	–	–	0.07%	61
2021 Q2	$232K	Buy	+3,673	New	+$219K	0.07%	60
2021 Q1	–	Sell	-3,196	Closed	-$132K	–	367
2020 Q4	$132K	Sell	3,196 -1,489	-32%	-$55.8K	0.04%	70
2020 Q3	$161K	Buy	4,685 +1,546	+49%	+$63.2K	0.06%	60
2020 Q2	$140K	Sell	3,139 -7,602	-71%	-$341K	0.06%	63
2020 Q1	$408K	Hold	10,741	–	–	0.17%	42
2019 Q4	$750K	Sell	10,741 -695	-6%	-$48.1K	0.24%	34
2019 Q3	$807K	Buy	+11,436	New	+$827K	0.27%	30

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

Capital Directions Investment Advisors's XOM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in ExxonMobil (XOM) in Q4 2022: 3,302 shares worth $364K. The stake represents 0.14% of the portfolio and ranks #43 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in XOM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in XOM in Q3 2019 and has held it in 12 quarters since. The position peaked at $807K in Q3 2019. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Capital Directions Investment Advisors held 3,302 shares of ExxonMobil worth $364K as of Q4 2022.
ExxonMobil was a new Capital Directions Investment Advisors position in Q4 2022.
ExxonMobil made up 0.14% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #43 holding.
Capital Directions Investment Advisors first reported a position in ExxonMobil in Q3 2019 and has held it in 12 quarters since.
Capital Directions Investment Advisors's ExxonMobil position peaked at $807K in Q3 2019.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.