First Affirmative Financial Network’s ExxonMobil XOM Stock Holding History

First Affirmative Financial 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
2023 Q4	–	Sell	-1,778	Closed	-$209K	–	252
2023 Q3	$209K	Sell	1,778 -347	-16%	-$38.1K	0.2%	174
2023 Q2	$228K	Buy	2,125 +6	+0.3%	+$655	0.23%	146
2023 Q1	$232K	Sell	2,119 -26	-1%	-$2.88K	0.27%	119
2022 Q4	$237K	Sell	2,145 -157	-7%	-$16.8K	0.29%	115
2022 Q3	$201K	Sell	2,302 -48	-2%	-$4.38K	0.26%	129
2022 Q2	$201K	Sell	2,350 -645	-22%	-$58.2K	0.23%	134
2022 Q1	$247K	Buy	+2,995	New	+$233K	0.24%	128

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

First Affirmative Financial Network's XOM Position: Q4 2023 in Review

First Affirmative Financial Network sold out of ExxonMobil (XOM) in Q4 2023, closing a stake of 1,778 shares — an estimated $209K sold.

First Affirmative Financial Network first reported a position in XOM in Q1 2022 and held it in 7 quarters. The position peaked at $247K in Q1 2022. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

First Affirmative Financial Network reported no remaining ExxonMobil position as of Q4 2023 after selling out during the quarter.
First Affirmative Financial Network sold 1,778 ExxonMobil shares in Q4 2023, an estimated $209K.
First Affirmative Financial Network first reported a position in ExxonMobil in Q1 2022 and held it in 7 quarters.
First Affirmative Financial Network's ExxonMobil position peaked at $247K in Q1 2022.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on First Affirmative Financial Network's 13F filing for Q4 2023, filed 8 Jan 2024.