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	$3.36M	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFS Investments's XOM Position: Q2 2023 in Review

PFS Investments increased its ExxonMobil (XOM) stake by 7.2% in Q2 2023, buying an estimated $306K and bringing the position to 41,627 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #237.

PFS Investments first reported a position in XOM in Q2 2019 and has held it in 17 quarters since. The position peaked at $4.47M in Q1 2023. 3,531 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

PFS Investments held 41,627 shares of ExxonMobil worth $4.46M as of Q2 2023.
PFS Investments bought 2,800 ExxonMobil shares in Q2 2023, an estimated $306K.
ExxonMobil made up 0.07% of PFS Investments's portfolio in Q2 2023, its #237 holding.
PFS Investments first reported a position in ExxonMobil in Q2 2019 and has held it in 17 quarters since.
PFS Investments's ExxonMobil position peaked at $4.47M in Q1 2023.
3,531 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.