First Capital Advisors Group’s ExxonMobil XOM Stock Holding History

First Capital Advisors Group’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 Q2	$135K	Buy	+1,259	New	+$137K	0.07%	182
2018 Q4	$355K	Buy	5,211 +190	+4%	+$14.9K	0.27%	81
2018 Q3	$427K	Hold	5,021	–	–	0.26%	84
2018 Q2	$415K	Hold	5,021	–	–	0.28%	81
2018 Q1	$375K	Sell	5,021 -1,082	-18%	-$86.5K	0.22%	88
2017 Q4	$510K	Sell	6,103 -445	-7%	-$36.8K	0.32%	83
2017 Q3	$537K	Buy	6,548 +1,251	+24%	+$99.3K	0.37%	76
2017 Q2	$428K	Sell	5,297 -23	-0.4%	-$1.88K	0.29%	100
2017 Q1	$436K	Sell	5,320 -150	-3%	-$12.5K	0.33%	96
2016 Q4	$494K	Buy	+5,470	New	+$478K	0.46%	73

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

First Capital Advisors Group's XOM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in ExxonMobil (XOM) in Q2 2023: 1,259 shares worth $135K. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in XOM as recently as Q4 2018.

First Capital Advisors Group first reported a position in XOM in Q4 2016 and has held it in 10 quarters since. The position peaked at $537K in Q3 2017. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

First Capital Advisors Group held 1,259 shares of ExxonMobil worth $135K as of Q2 2023.
ExxonMobil was a new First Capital Advisors Group position in Q2 2023.
ExxonMobil made up 0.07% of First Capital Advisors Group's portfolio in Q2 2023, its #182 holding.
First Capital Advisors Group first reported a position in ExxonMobil in Q4 2016 and has held it in 10 quarters since.
First Capital Advisors Group's ExxonMobil position peaked at $537K in Q3 2017.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.