Steward Financial Group’s ExxonMobil XOM Stock Holding History

Steward 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
2023 Q3	$209K	Sell	1,785 -174	-9%	-$19.1K	0.07%	69
2023 Q2	$210K	Sell	1,959 -24	-1%	-$2.62K	0.07%	63
2023 Q1	$217K	Buy	1,983 +520	+36%	+$57.5K	0.07%	43
2022 Q4	$161K	Buy	+1,463	New	+$157K	0.08%	40
2022 Q3	–	Sell	-1,573	Closed	-$134K	–	1358
2022 Q2	$134K	Buy	1,573 +345	+28%	+$31.1K	0.11%	50
2022 Q1	$101K	Sell	1,228 -12	-1%	-$933	0.09%	48
2021 Q4	$75K	Buy	+1,240	New	+$77.5K	0.07%	55

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

Steward Financial Group's XOM Position: Q3 2023 in Review

Steward Financial Group reduced its ExxonMobil (XOM) stake by 8.9% in Q3 2023, selling an estimated $19.1K and leaving 1,785 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #69.

Steward Financial Group first reported a position in XOM in Q4 2021 and has held it in 7 quarters since. The position peaked at $217K in Q1 2023. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Steward Financial Group held 1,785 shares of ExxonMobil worth $209K as of Q3 2023.
Steward Financial Group sold 174 ExxonMobil shares in Q3 2023, an estimated $19.1K.
ExxonMobil made up 0.07% of Steward Financial Group's portfolio in Q3 2023, its #69 holding.
Steward Financial Group first reported a position in ExxonMobil in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's ExxonMobil position peaked at $217K in Q1 2023.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.