Professional Financial Advisors’s ExxonMobil XOM Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-267	Closed	-$23K	–	477
2022 Q3	$23K	Sell	267 -138	-34%	-$12.6K	0.01%	214
2022 Q2	$35K	Sell	405 -42	-9%	-$3.79K	0.02%	179
2022 Q1	$37K	Sell	447 -154	-26%	-$12K	0.02%	167
2021 Q4	$37K	Sell	601 -2	-0.3%	-$125	0.02%	193
2021 Q3	$35K	Hold	603	–	–	0.02%	165
2021 Q2	$38K	Sell	603 -435	-42%	-$26K	0.02%	163
2021 Q1	$58K	Sell	1,038 -4	-0.4%	-$210	0.04%	122
2020 Q4	$43K	Buy	1,042 +5	+0.5%	+$187	0.03%	134
2020 Q3	$34K	Buy	+1,037	New	+$42.4K	0.03%	134

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Professional Financial Advisors's XOM Position: Q4 2022 in Review

Professional Financial Advisors sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 267 shares — an estimated $23K sold.

Professional Financial Advisors first reported a position in XOM in Q3 2020 and held it in 9 quarters. The position peaked at $58K in Q1 2021. 3,542 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Professional Financial Advisors reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 267 ExxonMobil shares in Q4 2022, an estimated $23K.
Professional Financial Advisors first reported a position in ExxonMobil in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's ExxonMobil position peaked at $58K in Q1 2021.
3,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.