McCarthy Asset Management’s ExxonMobil XOM Stock Holding History

McCarthy 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 Q2	–	Sell	-2,201	Closed	-$182K	–	308
2022 Q1	$182K	Sell	2,201 -37	-2%	-$2.88K	0.13%	41
2021 Q4	$137K	Hold	2,238	–	–	0.09%	49
2021 Q3	$132K	Hold	2,238	–	–	0.1%	45
2021 Q2	$141K	Sell	2,238 -329	-13%	-$19.6K	0.1%	47
2021 Q1	$143K	Hold	2,567	–	–	0.11%	44
2020 Q4	$106K	Buy	+2,567	New	+$96.2K	0.09%	53

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

McCarthy Asset Management's XOM Position: Q2 2022 in Review

McCarthy Asset Management sold out of ExxonMobil (XOM) in Q2 2022, closing a stake of 2,201 shares — an estimated $182K sold.

McCarthy Asset Management first reported a position in XOM in Q4 2020 and held it in 6 quarters. The position peaked at $182K in Q1 2022. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

McCarthy Asset Management reported no remaining ExxonMobil position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 2,201 ExxonMobil shares in Q2 2022, an estimated $182K.
McCarthy Asset Management first reported a position in ExxonMobil in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's ExxonMobil position peaked at $182K in Q1 2022.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.