Standard Family Office’s ExxonMobil XOM Stock Holding History

Standard Family Office’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	–	Sell	-2,139	Closed	-$187K	–	458
2022 Q3	$187K	Hold	2,139	–	–	0.08%	41
2022 Q2	$183K	Buy	2,139 +600	+39%	+$54.1K	1.81%	15
2022 Q1	$127K	Sell	1,539 -295	-16%	-$22.9K	0.03%	26
2021 Q4	$112K	Buy	1,834 +295	+19%	+$18.4K	0.99%	28
2021 Q3	$91K	Sell	1,539 -3,617	-70%	-$206K	0.03%	25
2021 Q2	$325K	Buy	5,156 +1,539	+43%	+$91.9K	0.07%	116
2021 Q1	$202K	Sell	3,617 -1,578	-30%	-$82.7K	0.05%	124
2020 Q4	$214K	Buy	+5,195	New	+$195K	0.05%	117

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

Standard Family Office's XOM Position: Q4 2022 in Review

Standard Family Office sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 2,139 shares — an estimated $187K sold.

Standard Family Office first reported a position in XOM in Q4 2020 and held it in 8 quarters. The position peaked at $325K in Q2 2021. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Standard Family Office reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 2,139 ExxonMobil shares in Q4 2022, an estimated $187K.
Standard Family Office first reported a position in ExxonMobil in Q4 2020 and held it in 8 quarters.
Standard Family Office's ExxonMobil position peaked at $325K in Q2 2021.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.