Members Capital Advisors Inc’s ExxonMobil XOM Stock Holding History

Members Capital Advisors Inc’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 Q3	–	Sell	-17,379	Closed	-$1.86M	–	69
2023 Q2	$1.86M	Hold	17,379	–	–	1.91%	15
2023 Q1	$1.91M	Hold	17,379	–	–	1.38%	27
2022 Q4	$1.92M	Hold	17,379	–	–	1.38%	32
2022 Q3	$1.52M	Buy	17,379 +2,508	+17%	+$229K	1.2%	37
2022 Q2	$1.27M	Buy	+14,871	New	+$1.34M	0.92%	56
2021 Q2	–	Sell	-32,561	Closed	-$1.82M	–	69
2021 Q1	$1.82M	Hold	32,561	–	–	1.39%	22
2020 Q4	$1.34M	Hold	32,561	–	–	1.14%	34
2020 Q3	$1.12M	Buy	+32,561	New	+$1.33M	1.05%	37
2020 Q1	–	Sell	-20,061	Closed	-$1.4M	–	49
2019 Q4	$1.4M	Buy	+20,061	New	+$1.39M	1.07%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Members Capital Advisors Inc's XOM Position: Q3 2023 in Review

Members Capital Advisors Inc sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 17,379 shares — an estimated $1.86M sold.

Members Capital Advisors Inc first reported a position in XOM in Q4 2019 and held it in 9 quarters. The position peaked at $1.92M in Q4 2022. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Members Capital Advisors Inc reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Members Capital Advisors Inc sold 17,379 ExxonMobil shares in Q3 2023, an estimated $1.86M.
Members Capital Advisors Inc first reported a position in ExxonMobil in Q4 2019 and held it in 9 quarters.
Members Capital Advisors Inc's ExxonMobil position peaked at $1.92M in Q4 2022.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Members Capital Advisors Inc's 13F filing for Q3 2023, filed 30 Oct 2023.