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Morris Capital Advisors’s ExxonMobil XOM Stock Holding History

Morris Capital Advisors’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
2021
Q4 		– Sell
-3,622
Closed -$213K – 58
2021
Q3 		$213K Hold
3,622
– – 0.17% 56
2021
Q2 		$228K Hold
3,622
– – 0.17% 56
2021
Q1 		$202K Buy
+3,622
New +$190K 0.16% 57

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morris Capital Advisors's XOM Position: Q4 2021 in Review

Morris Capital Advisors sold out of ExxonMobil (XOM) in Q4 2021, closing a stake of 3,622 shares — an estimated $213K sold.

Morris Capital Advisors first reported a position in XOM in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q2 2021. 3,005 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

  • Morris Capital Advisors reported no remaining ExxonMobil position as of Q4 2021 after selling out during the quarter.
  • Morris Capital Advisors sold 3,622 ExxonMobil shares in Q4 2021, an estimated $213K.
  • Morris Capital Advisors first reported a position in ExxonMobil in Q1 2021 and held it in 3 quarters.
  • Morris Capital Advisors's ExxonMobil position peaked at $228K in Q2 2021.
  • 3,005 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Morris Capital Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.