HC Financial Advisors’s ExxonMobil XOM Stock Holding History

HC Financial Advisors’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 Q2	$160K	Sell	1,868 -290	-13%	-$26.2K	0.11%	83
2022 Q1	$178K	Hold	2,158	–	–	0.11%	83
2021 Q4	$132K	Sell	2,158 -323	-13%	-$20.2K	0.07%	98
2021 Q3	$146K	Sell	2,481 -50	-2%	-$2.85K	0.09%	87
2021 Q2	$160K	Hold	2,531	–	–	0.09%	87
2021 Q1	$141K	Sell	2,531 -685	-21%	-$35.9K	0.09%	87
2020 Q4	$133K	Sell	3,216 -638	-17%	-$23.9K	0.09%	91
2020 Q3	$132K	Sell	3,854 -600	-13%	-$24.5K	0.09%	81
2020 Q2	$199K	Sell	4,454 -2,620	-37%	-$118K	0.16%	65
2020 Q1	$269K	Buy	7,074 +37	+0.5%	+$2.04K	0.24%	64
2019 Q4	$491K	Sell	7,037 -1,590	-18%	-$110K	0.39%	62
2019 Q3	$609K	Buy	+8,627	New	+$624K	0.52%	57
2018 Q4	–	Sell	-9,491	Closed	-$807K	–	67
2018 Q3	$807K	Sell	9,491 -620	-6%	-$50.7K	0.71%	49
2018 Q2	$836K	Sell	10,111 -871	-8%	-$69.4K	0.81%	47
2018 Q1	$819K	Sell	10,982 -2,612	-19%	-$209K	0.81%	47
2017 Q4	$1.14M	Buy	+13,594	New	+$1.12M	1.1%	41

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HC Financial Advisors's XOM Position: Q2 2022 in Review

HC Financial Advisors reduced its ExxonMobil (XOM) stake by 13% in Q2 2022, selling an estimated $26.2K and leaving 1,868 shares worth $160K. The position accounts for 0.11% of the portfolio, ranked #83.

HC Financial Advisors first reported a position in XOM in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2017. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

HC Financial Advisors held 1,868 shares of ExxonMobil worth $160K as of Q2 2022.
HC Financial Advisors sold 290 ExxonMobil shares in Q2 2022, an estimated $26.2K.
ExxonMobil made up 0.11% of HC Financial Advisors's portfolio in Q2 2022, its #83 holding.
HC Financial Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 16 quarters since.
HC Financial Advisors's ExxonMobil position peaked at $1.14M in Q4 2017.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.