Strategic Capital Advisers’s ExxonMobil XOM Stock Holding History

Strategic Capital Advisers’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	$394K	Buy	4,598 +2,098	+84%	+$189K	0.33%	45
2022 Q1	$206K	Buy	+2,500	New	+$194K	0.16%	58
2020 Q1	–	Sell	-2,987	Closed	-$208K	–	61
2019 Q4	$208K	Hold	2,987	–	–	0.19%	60
2019 Q3	$211K	Hold	2,987	–	–	0.23%	56
2019 Q2	$229K	Buy	2,987 +57	+2%	+$4.41K	0.24%	53
2019 Q1	$237K	Buy	+2,930	New	+$223K	0.26%	50
2018 Q4	–	Sell	-2,930	Closed	-$249K	–	63
2018 Q3	$249K	Hold	2,930	–	–	0.18%	52
2018 Q2	$235K	Buy	+2,930	New	+$233K	0.17%	53

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Capital Advisers's XOM Position: Q2 2022 in Review

Strategic Capital Advisers increased its ExxonMobil (XOM) stake by 84% in Q2 2022, buying an estimated $189K and bringing the position to 4,598 shares worth $394K. The position accounts for 0.33% of the portfolio, ranked #45.

Strategic Capital Advisers first reported a position in XOM in Q2 2018 and has held it in 8 quarters since. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Strategic Capital Advisers held 4,598 shares of ExxonMobil worth $394K as of Q2 2022.
Strategic Capital Advisers bought 2,098 ExxonMobil shares in Q2 2022, an estimated $189K.
ExxonMobil made up 0.33% of Strategic Capital Advisers's portfolio in Q2 2022, its #45 holding.
Strategic Capital Advisers first reported a position in ExxonMobil in Q2 2018 and has held it in 8 quarters since.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.