Matrix Private Capital Group’s ExxonMobil XOM Stock Holding History

Matrix Private Capital Group’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	–	Sell	-2,998	Closed	-$331K	–	209
2022 Q4	$331K	Sell	2,998 -200	-6%	-$21.4K	0.22%	90
2022 Q3	$279K	Sell	3,198 -214	-6%	-$19.5K	0.19%	93
2022 Q2	$292K	Buy	3,412 +25	+0.7%	+$2.25K	0.17%	111
2022 Q1	$280K	Buy	3,387 +79	+2%	+$6.14K	0.14%	138
2021 Q4	$202K	Buy	+3,308	New	+$207K	0.1%	182

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

Matrix Private Capital Group's XOM Position: Q1 2023 in Review

Matrix Private Capital Group sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 2,998 shares — an estimated $331K sold.

Matrix Private Capital Group first reported a position in XOM in Q4 2021 and held it in 5 quarters. The position peaked at $331K in Q4 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Matrix Private Capital Group reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Matrix Private Capital Group sold 2,998 ExxonMobil shares in Q1 2023, an estimated $331K.
Matrix Private Capital Group first reported a position in ExxonMobil in Q4 2021 and held it in 5 quarters.
Matrix Private Capital Group's ExxonMobil position peaked at $331K in Q4 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Matrix Private Capital Group's 13F filing for Q1 2023, filed 15 May 2023.