PFS Investments’s ExxonMobil XOM Stock Holding History

PFS Investments’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 Q2	$4.46M	Buy	41,627 +2,800	+7%	+$306K	0.07%	237
2023 Q1	$4.47M	Buy	38,827 +2,204	+6%	+$244K	0.08%	217
2022 Q4	$4.04M	Sell	36,623 -1,901	-5%	-$204K	0.08%	218
2022 Q3	$3.36K	Buy	38,524 +2,101	+6%	+$192K	0.06%	216
2022 Q2	$3.12M	Buy	36,423 +4,307	+13%	+$388K	0.06%	238
2022 Q1	$2.65M	Buy	32,116 +5,227	+19%	+$406K	0.05%	257
2021 Q4	$1.65M	Buy	26,889 +2,367	+10%	+$148K	0.03%	295
2021 Q3	$1.61M	Buy	24,522 +3,997	+19%	+$228K	0.03%	286
2021 Q2	$1.26M	Buy	20,525 +2,476	+14%	+$148K	0.03%	283
2021 Q1	$1.01M	Buy	18,049 +8,799	+95%	+$461K	0.03%	270
2020 Q4	$433K	Buy	9,250 +128	+1%	+$4.8K	0.01%	277
2020 Q3	$313K	Sell	9,122 -6,082	-40%	-$249K	0.01%	270
2020 Q2	$680K	Sell	15,204 -932	-6%	-$41.8K	0.03%	226
2020 Q1	$613K	Buy	16,136 +2,594	+19%	+$143K	0.03%	209
2019 Q4	$945K	Buy	13,542 +6,166	+84%	+$426K	0.04%	184
2019 Q3	$521K	Buy	7,376 +3,673	+99%	+$266K	0.02%	180
2019 Q2	$282K	Buy	+3,703	New	+$287K	0.01%	180

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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