Claraphi Advisory Network’s ExxonMobil XOM Stock Holding History

Claraphi Advisory Network’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	$4.91M	Buy	44,484 +18,147	+69%	+$1.94M	1.95%	8
2022 Q3	$2.3M	Sell	26,337 -958	-4%	-$87.5K	1.24%	12
2022 Q2	$2.34M	Buy	27,295 +2,730	+11%	+$246K	0.82%	24
2022 Q1	$2.03M	Buy	24,565 +19,613	+396%	+$1.52M	0.59%	34
2021 Q4	$303K	Sell	4,952 -1,182	-19%	-$73.9K	0.11%	217
2021 Q3	$361K	Sell	6,134 -435	-7%	-$24.8K	0.13%	187
2021 Q2	$414K	Buy	6,569 +521	+9%	+$31.1K	0.12%	196
2021 Q1	$338K	Buy	+6,048	New	+$317K	0.09%	214
2020 Q3	–	Sell	-5,437	Closed	-$243K	–	314
2020 Q2	$243K	Buy	5,437 +176	+3%	+$7.89K	0.1%	200
2020 Q1	$200K	Buy	5,261 +1,214	+30%	+$67K	0.09%	193
2019 Q4	$282K	Sell	4,047 -1,029	-20%	-$71.2K	0.17%	141
2019 Q3	$359K	Sell	5,076 -588	-10%	-$42.5K	0.22%	110
2019 Q2	$434K	Buy	5,664 +1,005	+22%	+$77.8K	0.25%	99
2019 Q1	$376K	Buy	4,659 +431	+10%	+$32.9K	0.24%	114
2018 Q4	$288K	Sell	4,228 -6,465	-60%	-$507K	0.22%	124
2018 Q3	$909K	Sell	10,693 -268	-2%	-$21.9K	0.51%	44
2018 Q2	$907K	Sell	10,961 -1,074	-9%	-$85.6K	0.59%	41
2018 Q1	$898K	Buy	12,035 +1,174	+11%	+$93.8K	0.64%	36
2017 Q4	$908K	Buy	+10,861	New	+$898K	0.7%	33

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

Claraphi Advisory Network's XOM Position: Q4 2022 in Review

Claraphi Advisory Network increased its ExxonMobil (XOM) stake by 69% in Q4 2022, buying an estimated $1.94M and bringing the position to 44,484 shares worth $4.91M. The position accounts for 1.95% of the portfolio, ranked #8.

Claraphi Advisory Network first reported a position in XOM in Q4 2017 and has held it in 19 quarters since. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Claraphi Advisory Network held 44,484 shares of ExxonMobil worth $4.91M as of Q4 2022.
Claraphi Advisory Network bought 18,147 ExxonMobil shares in Q4 2022, an estimated $1.94M.
ExxonMobil made up 1.95% of Claraphi Advisory Network's portfolio in Q4 2022, its #8 holding.
Claraphi Advisory Network first reported a position in ExxonMobil in Q4 2017 and has held it in 19 quarters since.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.