Enlightenment Research’s ExxonMobil XOM Stock Holding History

Enlightenment Research’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	–	Sell	-6,900	Closed	-$602K	–	90
2022 Q3	$602K	Sell	6,900 -6,699	-49%	-$612K	1.33%	21
2022 Q2	$1.17M	Buy	+13,599	New	+$1.23M	2.5%	10
2022 Q1	–	Sell	-19,200	Closed	-$1.18M	–	208
2021 Q4	$1.18M	Buy	+19,200	New	+$1.2M	1.67%	14
2021 Q3	–	Sell	-3,900	Closed	-$246K	–	214
2021 Q2	$246K	Sell	3,900 -14,300	-79%	-$854K	0.31%	99
2021 Q1	$1.02M	Sell	18,200 -6,500	-26%	-$341K	1.22%	20
2020 Q4	$1.02M	Buy	+24,700	New	+$926K	1.44%	20
2020 Q3	–	Sell	-5,800	Closed	-$259K	–	125
2020 Q2	$259K	Buy	+5,800	New	+$260K	0.62%	49
2020 Q1	–	Sell	-12,000	Closed	-$837K	–	200
2019 Q4	$837K	Buy	+12,000	New	+$830K	3.92%	7
2019 Q3	–	Sell	-8,500	Closed	-$602K	–	288
2019 Q2	$602K	Sell	8,500 -2,000	-19%	-$155K	0.31%	94
2019 Q1	$848K	Sell	10,500 -45,501	-81%	-$3.47M	1.65%	16
2018 Q4	$3.82M	Buy	+56,001	New	+$4.39M	4.74%	2

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

Enlightenment Research's XOM Position: Q4 2022 in Review

Enlightenment Research sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 6,900 shares — an estimated $602K sold.

Enlightenment Research first reported a position in XOM in Q4 2018 and held it in 11 quarters. The position peaked at $3.82M in Q4 2018. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Enlightenment Research reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 6,900 ExxonMobil shares in Q4 2022, an estimated $602K.
Enlightenment Research first reported a position in ExxonMobil in Q4 2018 and held it in 11 quarters.
Enlightenment Research's ExxonMobil position peaked at $3.82M in Q4 2018.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.