Resource Management’s ExxonMobil XOM Stock Holding History

Resource Management’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	$14.2M	Sell	231,848 -6,754	-3%	-$422K	1.46%	10
2021 Q3	$14M	Sell	238,602 -1,186	-0.5%	-$67.6K	1.6%	9
2021 Q2	$15.1M	Sell	239,788 -474	-0.2%	-$28.3K	1.73%	9
2021 Q1	$13.4M	Sell	240,262 -11,006	-4%	-$577K	1.61%	9
2020 Q4	$10.4M	Sell	251,268 -9,959	-4%	-$373K	1.42%	9
2020 Q3	$8.97M	Buy	261,227 +2,965	+1%	+$121K	1.46%	8
2020 Q2	$11.5M	Buy	258,262 +3,548	+1%	+$159K	2%	10
2020 Q1	$9.67M	Buy	254,714 +14,682	+6%	+$811K	2.04%	9
2019 Q4	$16.7M	Buy	240,032 +1,359	+0.6%	+$94K	2.69%	7
2019 Q3	$16.9M	Sell	238,673 -5,324	-2%	-$385K	2.94%	6
2019 Q2	$18.7M	Buy	243,997 +4,178	+2%	+$323K	3.24%	6
2019 Q1	$19.4M	Buy	239,819 +414	+0.2%	+$31.6K	3.49%	6
2018 Q4	$16.3M	Sell	239,405 -1,149	-0.5%	-$90.1K	3.42%	5
2018 Q3	$20.5M	Buy	240,554 +182	+0.1%	+$14.9K	3.74%	5
2018 Q2	$19.9M	Buy	240,372 +15,004	+7%	+$1.2M	3.87%	5
2018 Q1	$16.8M	Sell	225,368 -11,752	-5%	-$939K	3.58%	5
2017 Q4	$18.1M	Buy	+237,120	New	+$19.6M	3.69%	5

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Resource Management's XOM Position: Q4 2021 in Review

Resource Management reduced its ExxonMobil (XOM) stake by 2.8% in Q4 2021, selling an estimated $422K and leaving 231,848 shares worth $14.2M. The position accounts for 1.46% of the portfolio, ranked #10.

Resource Management first reported a position in XOM in Q4 2017 and has held it in 17 quarters since. The position peaked at $20.5M in Q3 2018. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Resource Management held 231,848 shares of ExxonMobil worth $14.2M as of Q4 2021.
Resource Management sold 6,754 ExxonMobil shares in Q4 2021, an estimated $422K.
ExxonMobil made up 1.46% of Resource Management's portfolio in Q4 2021, its #10 holding.
Resource Management first reported a position in ExxonMobil in Q4 2017 and has held it in 17 quarters since.
Resource Management's ExxonMobil position peaked at $20.5M in Q3 2018.
3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.