Surevest’s ExxonMobil XOM Stock Holding History

Surevest’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 Q3	$177K	Buy	2,029 +3	+0.1%	+$274	0.05%	140
2022 Q2	$174K	Sell	2,026 -766	-27%	-$69.1K	0.05%	141
2022 Q1	$231K	Sell	2,792 -590	-17%	-$45.9K	0.06%	129
2021 Q4	$207K	Buy	+3,382	New	+$211K	0.05%	118
2021 Q3	–	Sell	-3,373	Closed	-$213K	–	109
2021 Q2	$213K	Buy	+3,373	New	+$201K	0.06%	97
2020 Q3	–	Sell	-68,641	Closed	-$3.07M	–	85
2020 Q2	$3.07M	Buy	68,641 +8,851	+15%	+$397K	1.36%	33
2020 Q1	$2.27M	Buy	59,790 +32,574	+120%	+$1.8M	1.24%	49
2019 Q4	$1.9M	Buy	27,216 +3,836	+16%	+$265K	0.81%	62
2019 Q3	$1.65M	Buy	23,380 +5,929	+34%	+$429K	0.81%	48
2019 Q2	$1.34M	Buy	17,451 +7,149	+69%	+$553K	0.69%	52
2019 Q1	$832K	Buy	10,302 +5,150	+100%	+$393K	0.51%	50
2018 Q4	$351K	Buy	+5,152	New	+$404K	0.28%	69

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Surevest's XOM Position: Q3 2022 in Review

Surevest increased its ExxonMobil (XOM) stake by 0.15% in Q3 2022, buying an estimated $274 and bringing the position to 2,029 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #140.

Surevest first reported a position in XOM in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.07M in Q2 2020. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Surevest held 2,029 shares of ExxonMobil worth $177K as of Q3 2022.
Surevest bought 3 ExxonMobil shares in Q3 2022, an estimated $274.
ExxonMobil made up 0.05% of Surevest's portfolio in Q3 2022, its #140 holding.
Surevest first reported a position in ExxonMobil in Q4 2018 and has held it in 12 quarters since.
Surevest's ExxonMobil position peaked at $3.07M in Q2 2020.
3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.