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LFS Asset Management’s ExxonMobil XOM Stock Holding History

LFS Asset Management’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
Q3 		$527K Sell
6,040
-304
-5% -$27.8K 0.53% 34
2022
Q2 		$543K Buy
+6,344
New +$572K 0.44% 37

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LFS Asset Management's XOM Position: Q3 2022 in Review

LFS Asset Management reduced its ExxonMobil (XOM) stake by 4.8% in Q3 2022, selling an estimated $27.8K and leaving 6,040 shares worth $527K. The position accounts for 0.53% of the portfolio, ranked #34.

LFS Asset Management first reported a position in XOM in Q2 2022 and has held it in 2 quarters since. The position peaked at $543K in Q2 2022. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • LFS Asset Management held 6,040 shares of ExxonMobil worth $527K as of Q3 2022.
  • LFS Asset Management sold 304 ExxonMobil shares in Q3 2022, an estimated $27.8K.
  • ExxonMobil made up 0.53% of LFS Asset Management's portfolio in Q3 2022, its #34 holding.
  • LFS Asset Management first reported a position in ExxonMobil in Q2 2022 and has held it in 2 quarters since.
  • LFS Asset Management's ExxonMobil position peaked at $543K in Q2 2022.
  • 3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.