Wedgewood Partners’s ExxonMobil XOM Stock Holding History

Wedgewood Partners’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	-2,375	Closed	-$207K	–	43
2022 Q3	$207K	Buy	+2,375	New	+$217K	0.04%	38
2022 Q2	–	Sell	-2,500	Closed	-$206K	–	44
2022 Q1	$206K	Buy	+2,500	New	+$194K	0.03%	42
2017 Q4	–	Sell	-2,866	Closed	-$234K	–	38
2017 Q3	$234K	Buy	+2,866	New	+$228K	0.01%	36

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

Wedgewood Partners's XOM Position: Q4 2022 in Review

Wedgewood Partners sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 2,375 shares — an estimated $207K sold.

Wedgewood Partners first reported a position in XOM in Q3 2017 and held it in 3 quarters. The position peaked at $234K in Q3 2017. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Wedgewood Partners reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Wedgewood Partners sold 2,375 ExxonMobil shares in Q4 2022, an estimated $207K.
Wedgewood Partners first reported a position in ExxonMobil in Q3 2017 and held it in 3 quarters.
Wedgewood Partners's ExxonMobil position peaked at $234K in Q3 2017.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Wedgewood Partners's 13F filing for Q4 2022, filed 14 Feb 2023.