Kula Investments’s ExxonMobil XOM Stock Holding History

Kula Investments’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 Q1	$404K	Buy	3,688 +293	+9%	+$32.4K	0.1%	362
2022 Q4	$374K	Buy	+3,395	New	+$364K	0.11%	300

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's XOM Position: Q1 2023 in Review

Kula Investments increased its ExxonMobil (XOM) stake by 8.6% in Q1 2023, buying an estimated $32.4K and bringing the position to 3,688 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #362.

Kula Investments first reported a position in XOM in Q4 2022 and has held it in 2 quarters since. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Kula Investments held 3,688 shares of ExxonMobil worth $404K as of Q1 2023.
Kula Investments bought 293 ExxonMobil shares in Q1 2023, an estimated $32.4K.
ExxonMobil made up 0.1% of Kula Investments's portfolio in Q1 2023, its #362 holding.
Kula Investments first reported a position in ExxonMobil in Q4 2022 and has held it in 2 quarters since.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.