Intersect Capital’s ExxonMobil XOM Stock Holding History

Intersect Capital’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	$1.38M	Buy	16,092 +1,762	+12%	+$159K	0.42%	53
2022 Q1	$1.18M	Buy	14,330 +1,502	+12%	+$117K	0.23%	91
2021 Q4	$785K	Buy	12,828 +1,477	+13%	+$92.3K	0.14%	131
2021 Q3	$668K	Sell	11,351 -2,169	-16%	-$124K	0.11%	147
2021 Q2	$853K	Buy	13,520 +4,545	+51%	+$271K	0.15%	114
2021 Q1	$501K	Buy	8,975 +567	+7%	+$29.7K	0.1%	167
2020 Q4	$347K	Buy	+8,408	New	+$315K	0.08%	197
2020 Q3	–	Sell	-9,243	Closed	-$413K	–	247
2020 Q2	$413K	Buy	9,243 +1,759	+24%	+$78.9K	0.13%	112
2020 Q1	$284K	Buy	7,484 +824	+12%	+$45.5K	0.11%	129
2019 Q4	$465K	Buy	6,660 +503	+8%	+$34.8K	0.16%	104
2019 Q3	$435K	Buy	6,157 +430	+8%	+$31.1K	0.16%	102
2019 Q2	$439K	Buy	5,727 +189	+3%	+$14.6K	0.17%	100
2019 Q1	$447K	Buy	5,538 +2	+0%	+$152	0.19%	85
2018 Q4	$378K	Sell	5,536 -134	-2%	-$10.5K	0.18%	86
2018 Q3	$482K	Sell	5,670 -211	-4%	-$17.3K	0.21%	77
2018 Q2	$486K	Buy	5,881 +175	+3%	+$13.9K	0.23%	73
2018 Q1	$426K	Buy	5,706 +192	+3%	+$15.3K	0.23%	74
2017 Q4	$461K	Buy	5,514 +4	+0.1%	+$331	0.25%	76
2017 Q3	$452K	Sell	5,510 -46	-0.8%	-$3.65K	0.26%	72
2017 Q2	$449K	Buy	5,556 +2,697	+94%	+$221K	0.27%	70
2017 Q1	$235K	Sell	2,859 -2,810	-50%	-$235K	0.2%	78
2016 Q4	$512K	Hold	5,669	–	–	0.38%	58
2016 Q3	$495K	Sell	5,669 -7,413	-57%	-$658K	0.39%	56
2016 Q2	$1.23M	Sell	13,082 -100	-0.8%	-$8.84K	0.74%	32
2016 Q1	$1.1M	Buy	13,182 +5,218	+66%	+$418K	0.69%	34
2015 Q4	$621K	Sell	7,964 -7	-0.1%	-$560	0.53%	45
2015 Q3	$593K	Hold	7,971	–	–	0.54%	43
2015 Q2	$663K	Sell	7,971 -2,172	-21%	-$187K	0.56%	42
2015 Q1	$886K	Buy	10,143 +2,112	+26%	+$187K	0.68%	34
2014 Q4	$742K	Buy	+8,031	New	+$749K	0.62%	35

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

Intersect Capital's XOM Position: Q2 2022 in Review

Intersect Capital increased its ExxonMobil (XOM) stake by 12% in Q2 2022, buying an estimated $159K and bringing the position to 16,092 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #53.

Intersect Capital first reported a position in XOM in Q4 2014 and has held it in 30 quarters since. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Intersect Capital held 16,092 shares of ExxonMobil worth $1.38M as of Q2 2022.
Intersect Capital bought 1,762 ExxonMobil shares in Q2 2022, an estimated $159K.
ExxonMobil made up 0.42% of Intersect Capital's portfolio in Q2 2022, its #53 holding.
Intersect Capital first reported a position in ExxonMobil in Q4 2014 and has held it in 30 quarters since.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.