Hotaling Investment Management’s ExxonMobil XOM Stock Holding History

Hotaling Investment Management’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	$1.28M	Hold	11,609	–	–	0.58%	58
2022 Q3	$1.01M	Sell	11,609 -1,399	-11%	-$128K	0.49%	66
2022 Q2	$1.11M	Buy	13,008 +1,198	+10%	+$108K	0.48%	65
2022 Q1	$975K	Sell	11,810 -1,900	-14%	-$148K	0.37%	77
2021 Q4	$839K	Buy	13,710 +2,500	+22%	+$156K	0.29%	78
2021 Q3	$659K	Sell	11,210 -800	-7%	-$45.6K	0.27%	78
2021 Q2	$758K	Buy	12,010 +270	+2%	+$16.1K	0.31%	76
2021 Q1	$655K	Hold	11,740	–	–	0.29%	77
2020 Q4	$484K	Hold	11,740	–	–	0.23%	76
2020 Q3	$403K	Sell	11,740 -5,800	-33%	-$237K	0.22%	77
2020 Q2	$784K	Buy	17,540 +10,000	+133%	+$449K	0.45%	67
2020 Q1	$286K	Sell	7,540 -2,255	-23%	-$125K	0.21%	81
2019 Q4	$683K	Buy	9,795 +52	+0.5%	+$3.6K	0.39%	71
2019 Q3	$688K	Sell	9,743 -2,851	-23%	-$206K	0.44%	70
2019 Q2	$965K	Sell	12,594 -1,038	-8%	-$80.4K	0.62%	61
2019 Q1	$1.1M	Buy	13,632 +2,088	+18%	+$159K	0.74%	52
2018 Q4	$787K	Buy	+11,544	New	+$906K	0.64%	59

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

Hotaling Investment Management's XOM Position: Q4 2022 in Review

Hotaling Investment Management held its ExxonMobil (XOM) position steady in Q4 2022 at 11,609 shares worth $1.28M. The position accounts for 0.58% of the portfolio, ranked #58.

Hotaling Investment Management first reported a position in XOM in Q4 2018 and has held it in 17 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Hotaling Investment Management held 11,609 shares of ExxonMobil worth $1.28M as of Q4 2022.
Hotaling Investment Management left its ExxonMobil share count unchanged in Q4 2022.
ExxonMobil made up 0.58% of Hotaling Investment Management's portfolio in Q4 2022, its #58 holding.
Hotaling Investment Management first reported a position in ExxonMobil in Q4 2018 and has held it in 17 quarters since.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.