SCFS
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S.C. Financial Services’s ExxonMobil XOM Stock Holding History

S.C. Financial Services’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 		$1.43M Buy
12,934
+1,140
+10% +$122K 2.19% 8
2022
Q3 		$1.03M Sell
11,794
-512
-4% -$46.7K 1.63% 12
2022
Q2 		$1.05M Buy
12,306
+82
+0.7% +$7.4K 1.62% 11
2022
Q1 		$1.01M Buy
12,224
+329
+3% +$25.6K 1.3% 16
2021
Q4 		$839K Buy
+11,895
New +$743K 0.96% 26

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

S.C. Financial Services's XOM Position: Q4 2022 in Review

S.C. Financial Services increased its ExxonMobil (XOM) stake by 9.7% in Q4 2022, buying an estimated $122K and bringing the position to 12,934 shares worth $1.43M. The position accounts for 2.19% of the portfolio, ranked #8.

S.C. Financial Services first reported a position in XOM in Q4 2021 and has held it in 5 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • S.C. Financial Services held 12,934 shares of ExxonMobil worth $1.43M as of Q4 2022.
  • S.C. Financial Services bought 1,140 ExxonMobil shares in Q4 2022, an estimated $122K.
  • ExxonMobil made up 2.19% of S.C. Financial Services's portfolio in Q4 2022, its #8 holding.
  • S.C. Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 5 quarters since.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.