CPR Investments’s ExxonMobil XOM Stock Holding History

CPR Investments’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
2023 Q1	–	Sell	-4,627	Closed	-$510K	–	57
2022 Q4	$510K	Buy	+4,627	New	+$496K	0.51%	27
2022 Q2	–	Sell	-6,933	Closed	-$573K	–	93
2022 Q1	$573K	Sell	6,933 -2,855	-29%	-$222K	0.47%	31
2021 Q4	$599K	Buy	+9,788	New	+$612K	0.43%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

CPR Investments's XOM Position: Q1 2023 in Review

CPR Investments sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 4,627 shares — an estimated $510K sold.

CPR Investments first reported a position in XOM in Q4 2021 and held it in 3 quarters. The position peaked at $599K in Q4 2021. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

CPR Investments reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
CPR Investments sold 4,627 ExxonMobil shares in Q1 2023, an estimated $510K.
CPR Investments first reported a position in ExxonMobil in Q4 2021 and held it in 3 quarters.
CPR Investments's ExxonMobil position peaked at $599K in Q4 2021.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on CPR Investments's 13F filing for Q1 2023, filed 8 May 2023.