Clear Perspective Advisors’s ExxonMobil XOM Stock Holding History

Clear Perspective 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
2021 Q4	$489K	Buy	7,993 +73	+0.9%	+$4.56K	0.15%	103
2021 Q3	$466K	Buy	7,920 +818	+12%	+$46.6K	0.16%	93
2021 Q2	$448K	Buy	7,102 +1,721	+32%	+$103K	0.16%	97
2021 Q1	$300K	Buy	+5,381	New	+$282K	0.12%	120
2020 Q1	–	Sell	-5,975	Closed	-$417K	–	137
2019 Q4	$417K	Sell	5,975 -1,622	-21%	-$112K	0.26%	89
2019 Q3	$536K	Sell	7,597 -515	-6%	-$37.2K	0.24%	78
2019 Q2	$622K	Hold	8,112	–	–	0.4%	66
2019 Q1	$659K	Buy	8,112 +200	+3%	+$15.2K	0.47%	59
2018 Q4	$540K	Sell	7,912 -580	-7%	-$45.5K	0.45%	71
2018 Q3	$722K	Sell	8,492 -303	-3%	-$24.8K	0.54%	58
2018 Q2	$728K	Buy	8,795 +128	+1%	+$10.2K	0.51%	52
2018 Q1	$647K	Buy	8,667 +2,310	+36%	+$185K	0.48%	59
2017 Q4	$532K	Sell	6,357 -91	-1%	-$7.53K	0.41%	72
2017 Q3	$529K	Buy	6,448 +141	+2%	+$11.2K	0.43%	62
2017 Q2	$509K	Sell	6,307 -18	-0.3%	-$1.47K	0.43%	62
2017 Q1	$519K	Sell	6,325 -475	-7%	-$39.7K	0.34%	62
2016 Q4	$614K	Buy	+6,800	New	+$594K	0.41%	59

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Clear Perspective Advisors's XOM Position: Q4 2021 in Review

Clear Perspective Advisors increased its ExxonMobil (XOM) stake by 0.92% in Q4 2021, buying an estimated $4.56K and bringing the position to 7,993 shares worth $489K. The position accounts for 0.15% of the portfolio, ranked #103.

Clear Perspective Advisors first reported a position in XOM in Q4 2016 and has held it in 17 quarters since. The position peaked at $728K in Q2 2018. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Clear Perspective Advisors held 7,993 shares of ExxonMobil worth $489K as of Q4 2021.
Clear Perspective Advisors bought 73 ExxonMobil shares in Q4 2021, an estimated $4.56K.
ExxonMobil made up 0.15% of Clear Perspective Advisors's portfolio in Q4 2021, its #103 holding.
Clear Perspective Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 17 quarters since.
Clear Perspective Advisors's ExxonMobil position peaked at $728K in Q2 2018.
3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.