Sanford Advisory Services’s ExxonMobil XOM Stock Holding History

Sanford Advisory 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	$583K	Hold	5,286	–	–	0.14%	77
2022 Q3	$461K	Hold	5,286	–	–	0.13%	69
2022 Q2	$453K	Sell	5,286 -1,654	-24%	-$149K	0.13%	70
2022 Q1	$573K	Buy	6,940 +100	+1%	+$7.77K	0.16%	55
2021 Q4	$419K	Hold	6,840	–	–	0.09%	73
2021 Q3	$402K	Hold	6,840	–	–	0.1%	75
2021 Q2	$431K	Sell	6,840 -96	-1%	-$5.73K	0.11%	71
2021 Q1	$387K	Buy	6,936 +229	+3%	+$12K	0.11%	75
2020 Q4	$276K	Buy	+6,707	New	+$251K	0.09%	83

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sanford Advisory Services's XOM Position: Q4 2022 in Review

Sanford Advisory Services held its ExxonMobil (XOM) position steady in Q4 2022 at 5,286 shares worth $583K. The position accounts for 0.14% of the portfolio, ranked #77.

Sanford Advisory Services first reported a position in XOM in Q4 2020 and has held it in 9 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Sanford Advisory Services held 5,286 shares of ExxonMobil worth $583K as of Q4 2022.
Sanford Advisory Services left its ExxonMobil share count unchanged in Q4 2022.
ExxonMobil made up 0.14% of Sanford Advisory Services's portfolio in Q4 2022, its #77 holding.
Sanford Advisory Services first reported a position in ExxonMobil in Q4 2020 and has held it in 9 quarters since.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.