UOC
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UBS O'Connor’s ExxonMobil XOM Stock Holding History

UBS O'Connor’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
2017
Q3 		– Sell
-326,200
Closed -$170K – 453
2017
Q2 		$170K Buy
+326,200
New +$26.7M ﹤0.01% 362

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

UBS O'Connor's XOM Position: Q4 2022 in Review

UBS O'Connor sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 9,500 shares — an estimated $829K sold.

UBS O'Connor first reported a position in XOM in Q3 2015 and held it in 6 quarters. The position peaked at $19.7M in Q2 2016. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • UBS O'Connor reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
  • UBS O'Connor sold 9,500 ExxonMobil shares in Q4 2022, an estimated $829K.
  • UBS O'Connor first reported a position in ExxonMobil in Q3 2015 and held it in 6 quarters.
  • UBS O'Connor's ExxonMobil position peaked at $19.7M in Q2 2016.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on UBS O'Connor's 13F filing for Q4 2022, filed 14 Feb 2023.