CFO4Life’s ExxonMobil XOM Stock Holding History

CFO4Life’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	$2.78M	Buy	+25,180	New	+$2.7M	0.59%	33
2016 Q4	$282K	Buy	3,128 +18	+0.6%	+$1.57K	0.23%	75
2016 Q3	$271K	Sell	3,110 -2,950	-49%	-$262K	0.23%	69
2016 Q2	$568K	Buy	+6,060	New	+$536K	0.49%	36

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 $1.9T AUM 41.92% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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

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

Norges Bank Oslo, Norway $1T AUM

CFO4Life's XOM Position: Q4 2022 in Review

CFO4Life opened a new position in ExxonMobil (XOM) in Q4 2022: 25,180 shares worth $2.78M. The stake represents 0.59% of the portfolio and ranks #33 among its holdings. This is a return to the name: CFO4Life previously reported a position in XOM as recently as Q4 2016.

CFO4Life first reported a position in XOM in Q2 2016 and has held it in 4 quarters since. 3,543 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

CFO4Life held 25,180 shares of ExxonMobil worth $2.78M as of Q4 2022.
ExxonMobil was a new CFO4Life position in Q4 2022.
ExxonMobil made up 0.59% of CFO4Life's portfolio in Q4 2022, its #33 holding.
CFO4Life first reported a position in ExxonMobil in Q2 2016 and has held it in 4 quarters since.
3,543 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.