SBK Financial’s ExxonMobil XOM Stock Holding History

SBK Financial’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	$1.8M	Hold	16,336	–	–	2.86%	7
2022 Q3	$1.43M	Buy	16,336 +936	+6%	+$85.5K	2.19%	10
2022 Q2	$1.32M	Hold	15,400	–	–	1.72%	12
2022 Q1	$1.27M	Hold	15,400	–	–	1.27%	17
2021 Q4	$942K	Buy	+15,400	New	+$962K	0.75%	30

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

SBK Financial's XOM Position: Q4 2022 in Review

SBK Financial held its ExxonMobil (XOM) position steady in Q4 2022 at 16,336 shares worth $1.8M. The position accounts for 2.86% of the portfolio, ranked #7.

SBK Financial first reported a position in XOM in Q4 2021 and has held it in 5 quarters since. 3,542 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

SBK Financial held 16,336 shares of ExxonMobil worth $1.8M as of Q4 2022.
SBK Financial left its ExxonMobil share count unchanged in Q4 2022.
ExxonMobil made up 2.86% of SBK Financial's portfolio in Q4 2022, its #7 holding.
SBK Financial first reported a position in ExxonMobil in Q4 2021 and has held it in 5 quarters since.
3,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.