Sowa Financial Group’s ExxonMobil XOM Stock Holding History

Sowa Financial 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
2022 Q2	–	Sell	-3,635	Closed	-$300K	–	65
2022 Q1	$300K	Buy	3,635 +9	+0.2%	+$700	0.18%	54
2021 Q4	$222K	Sell	3,626 -545	-13%	-$34.1K	0.13%	67
2021 Q3	$245K	Buy	4,171 +162	+4%	+$9.23K	0.16%	63
2021 Q2	$253K	Buy	4,009 +146	+4%	+$8.72K	0.19%	64
2021 Q1	$216K	Hold	3,863	–	–	0.15%	67
2020 Q4	$159K	Hold	3,863	–	–	0.11%	71
2020 Q3	$133K	Sell	3,863 -100	-3%	-$4.09K	0.1%	73
2020 Q2	$177K	Hold	3,963	–	–	0.13%	66
2020 Q1	$150K	Sell	3,963 -380	-9%	-$21K	0.13%	62
2019 Q4	$303K	Buy	+4,343	New	+$300K	0.25%	46

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

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

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

Norges Bank Oslo, Norway $935B AUM

Sowa Financial Group's XOM Position: Q2 2022 in Review

Sowa Financial Group sold out of ExxonMobil (XOM) in Q2 2022, closing a stake of 3,635 shares — an estimated $300K sold.

Sowa Financial Group first reported a position in XOM in Q4 2019 and held it in 10 quarters. The position peaked at $303K in Q4 2019. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Sowa Financial Group reported no remaining ExxonMobil position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 3,635 ExxonMobil shares in Q2 2022, an estimated $300K.
Sowa Financial Group first reported a position in ExxonMobil in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's ExxonMobil position peaked at $303K in Q4 2019.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.