Klaas Financial Asset Advisors’s ExxonMobil XOM Stock Holding History

Klaas Financial Asset 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 Q4	–	Sell	-309	Closed	-$27K	–	80
2022 Q3	$27K	Buy	309 +2	+0.7%	+$183	0.01%	62
2022 Q2	$26K	Buy	307 +1	+0.3%	+$90	0.01%	59
2022 Q1	$25K	Buy	306 +2	+0.7%	+$155	0.01%	59
2021 Q4	$19K	Buy	304 +3	+1%	+$187	﹤0.01%	62
2021 Q3	$18K	Buy	301 +2	+0.7%	+$114	﹤0.01%	63
2021 Q2	$19K	Buy	299 +3	+1%	+$179	﹤0.01%	64
2021 Q1	$17K	Buy	296 +2	+0.7%	+$105	﹤0.01%	58
2020 Q4	$12K	Buy	+294	New	+$11K	﹤0.01%	60

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

Klaas Financial Asset Advisors's XOM Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 309 shares — an estimated $27K sold.

Klaas Financial Asset Advisors first reported a position in XOM in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q3 2022. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Klaas Financial Asset Advisors reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 309 ExxonMobil shares in Q4 2022, an estimated $27K.
Klaas Financial Asset Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 8 quarters.
Klaas Financial Asset Advisors's ExxonMobil position peaked at $27K in Q3 2022.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.