KCS Wealth Advisory’s ExxonMobil XOM Stock Holding History

KCS Wealth Advisory’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 Q3	$236K	Buy	+2,004	New	+$220K	0.1%	126
2019 Q4	–	Sell	-875	Closed	-$61.8K	–	418
2019 Q3	$61.8K	Buy	+875	New	+$63.3K	0.04%	225

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

KCS Wealth Advisory's XOM Position: Q3 2023 in Review

KCS Wealth Advisory opened a new position in ExxonMobil (XOM) in Q3 2023: 2,004 shares worth $236K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings. This is a return to the name: KCS Wealth Advisory previously reported a position in XOM as recently as Q3 2019.

KCS Wealth Advisory first reported a position in XOM in Q3 2019 and has held it in 2 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

KCS Wealth Advisory held 2,004 shares of ExxonMobil worth $236K as of Q3 2023.
ExxonMobil was a new KCS Wealth Advisory position in Q3 2023.
ExxonMobil made up 0.1% of KCS Wealth Advisory's portfolio in Q3 2023, its #126 holding.
KCS Wealth Advisory first reported a position in ExxonMobil in Q3 2019 and has held it in 2 quarters since.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.