Kaizen Financial Strategies’s ExxonMobil XOM Stock Holding History

Kaizen Financial Strategies’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
2021 Q1	$375K	Buy	+6,715	New	+$352K	0.36%	83

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

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Kaizen Financial Strategies's XOM Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in ExxonMobil (XOM) in Q1 2021: 6,715 shares worth $375K. The stake represents 0.36% of the portfolio and ranks #83 among its holdings.

2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

Kaizen Financial Strategies held 6,715 shares of ExxonMobil worth $375K as of Q1 2021.
ExxonMobil was a new Kaizen Financial Strategies position in Q1 2021.
ExxonMobil made up 0.36% of Kaizen Financial Strategies's portfolio in Q1 2021, its #83 holding.
2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.