Financial Partners Capital Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.83M | Sell |
16,604
-260
| -2% | -$27.9K | 0.41% | 61 |
|
|
2022
Q3 | $1.47M | Hold |
16,864
| – | – | 0.35% | 68 |
|
|
2022
Q2 | $1.44M | Sell |
16,864
-600
| -3% | -$54.1K | 0.31% | 74 |
|
|
2022
Q1 | $1.44M | Buy |
17,464
+70
| +0.4% | +$5.44K | 0.27% | 75 |
|
|
2021
Q4 | $1.06M | Sell |
17,394
-800
| -4% | -$50K | 0.19% | 84 |
|
|
2021
Q3 | $1.07M | Sell |
18,194
-1,148
| -6% | -$65.4K | 0.2% | 76 |
|
|
2021
Q2 | $1.22M | Sell |
19,342
-900
| -4% | -$53.7K | 0.22% | 69 |
|
|
2021
Q1 | $1.13M | Buy |
20,242
+1,460
| +8% | +$76.5K | 0.23% | 64 |
|
|
2020
Q4 | $774K | Sell |
18,782
-950
| -5% | -$35.6K | 0.18% | 64 |
|
|
2020
Q3 | $677K | Sell |
19,732
-1,447
| -7% | -$59.2K | 0.18% | 61 |
|
|
2020
Q2 | $947K | Sell |
21,179
-325
| -2% | -$14.6K | 0.27% | 50 |
|
|
2020
Q1 | $817K | Buy |
+21,504
| New | +$1.19M | 0.26% | 53 |
|
|
2018
Q4 | $1.24M | Sell |
18,163
-195
| -1% | -$15.3K | 0.41% | 47 |
|
|
2018
Q3 | $1.56M | Sell |
18,358
-75
| -0.4% | -$6.13K | 0.44% | 44 |
|
|
2018
Q2 | $1.52M | Buy |
18,433
+130
| +0.7% | +$10.4K | 0.46% | 45 |
|
|
2018
Q1 | $1.37M | Hold |
18,303
| – | – | 0.41% | 47 |
|
|
2017
Q4 | $1.53M | Sell |
18,303
-60
| -0.3% | -$4.96K | 0.28% | 72 |
|
|
2017
Q3 | $1.5M | Hold |
18,363
| – | – | 0.29% | 72 |
|
|
2017
Q2 | $1.48M | Sell |
18,363
-2,300
| -11% | -$188K | 0.31% | 64 |
|
|
2017
Q1 | $1.7M | Hold |
20,663
| – | – | 0.37% | 60 |
|
|
2016
Q4 | $1.86M | Sell |
20,663
-120
| -0.6% | -$10.5K | 0.45% | 58 |
|
|
2016
Q3 | $1.81M | Sell |
20,783
-200
| -1% | -$17.7K | 0.46% | 57 |
|
|
2016
Q2 | $1.97M | Hold |
20,983
| – | – | 0.53% | 52 |
|
|
2016
Q1 | $1.75M | Hold |
20,983
| – | – | 0.43% | 58 |
|
|
2015
Q4 | $1.64M | Hold |
20,983
| – | – | 0.39% | 62 |
|
|
2015
Q3 | $1.56M | Hold |
20,983
| – | – | 0.39% | 64 |
|
|
2015
Q2 | $1.75M | Hold |
20,983
| – | – | 0.43% | 63 |
|
|
2015
Q1 | $1.78M | Hold |
20,983
| – | – | 0.45% | 64 |
|
|
2014
Q4 | $1.94M | Sell |
20,983
-2,180
| -9% | -$203K | 0.53% | 60 |
|
|
2014
Q3 | $2.18M | Sell |
23,163
-1,436
| -6% | -$143K | 0.63% | 53 |
|
|
2014
Q2 | $2.48M | Sell |
24,599
-968
| -4% | -$97.6K | 0.76% | 48 |
|
|
2014
Q1 | $2.5M | Hold |
25,567
| – | – | 0.81% | 48 |
|
|
2013
Q4 | $2.59M | Sell |
25,567
-150
| -0.6% | -$13.9K | 0.85% | 43 |
|
|
2013
Q3 | $2.21M | Sell |
25,717
-125
| -0.5% | -$11.3K | 0.88% | 39 |
|
|
2013
Q2 | $2.33M | Buy |
+25,842
| New | +$2.33M | 1.05% | 36 |
|
Other funds holding XOM
AWA
Financial Partners Capital Management's XOM Position: Q4 2022 in Review
Financial Partners Capital Management reduced its ExxonMobil (XOM) stake by 1.5% in Q4 2022, selling an estimated $27.9K and leaving 16,604 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #61.
Financial Partners Capital Management first reported a position in XOM in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.59M in Q4 2013. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.
- Financial Partners Capital Management held 16,604 shares of ExxonMobil worth $1.83M as of Q4 2022.
- Financial Partners Capital Management sold 260 ExxonMobil shares in Q4 2022, an estimated $27.9K.
- ExxonMobil made up 0.41% of Financial Partners Capital Management's portfolio in Q4 2022, its #61 holding.
- Financial Partners Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 35 quarters since.
- Financial Partners Capital Management's ExxonMobil position peaked at $2.59M in Q4 2013.
- 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.
Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.