SBB Research Group’s ExxonMobil XOM Stock Holding History

SBB Research Group’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 Q3	$535K	Buy	4,551 +36	+0.8%	+$3.95K	0.95%	18
2023 Q2	$484K	Sell	4,515 -2,838	-39%	-$310K	0.88%	21
2023 Q1	$806K	Buy	7,353 +60	+0.8%	+$6.64K	1.14%	17
2022 Q4	$804K	Buy	7,293 +63	+0.9%	+$6.75K	1.16%	15
2022 Q3	$631K	Buy	7,230 +67	+0.9%	+$6.12K	0.89%	18
2022 Q2	$613K	Buy	7,163 +60	+0.8%	+$5.41K	0.25%	24
2022 Q1	$587K	Buy	7,103 +69	+1%	+$5.36K	0.13%	25
2021 Q4	$430K	Buy	+7,034	New	+$440K	0.06%	33

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

SBB Research Group's XOM Position: Q3 2023 in Review

SBB Research Group increased its ExxonMobil (XOM) stake by 0.8% in Q3 2023, buying an estimated $3.95K and bringing the position to 4,551 shares worth $535K. The position accounts for 0.95% of the portfolio, ranked #18.

SBB Research Group first reported a position in XOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $806K in Q1 2023. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

SBB Research Group held 4,551 shares of ExxonMobil worth $535K as of Q3 2023.
SBB Research Group bought 36 ExxonMobil shares in Q3 2023, an estimated $3.95K.
ExxonMobil made up 0.95% of SBB Research Group's portfolio in Q3 2023, its #18 holding.
SBB Research Group first reported a position in ExxonMobil in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's ExxonMobil position peaked at $806K in Q1 2023.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.