Zeke Capital Advisors’s ExxonMobil XOM Stock Holding History

Zeke Capital Advisors’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	$3.84M	Buy	34,795 +1,733	+5%	+$186K	0.25%	46
2022 Q3	$2.89M	Sell	33,062 -563	-2%	-$51.4K	0.21%	52
2022 Q2	$2.88M	Sell	33,625 -1,365	-4%	-$123K	0.19%	53
2022 Q1	$2.89M	Buy	34,990 +22,587	+182%	+$1.76M	0.15%	68
2021 Q4	$759K	Buy	12,403 +1,663	+15%	+$104K	0.04%	117
2021 Q3	$632K	Buy	10,740 +289	+3%	+$16.5K	0.04%	124
2021 Q2	$659K	Buy	10,451 +125	+1%	+$7.46K	0.04%	123
2021 Q1	$577K	Buy	10,326 +179	+2%	+$9.38K	0.04%	119
2020 Q4	$418K	Buy	10,147 +2,620	+35%	+$98.2K	0.03%	144
2020 Q3	$258K	Buy	7,527 +118	+2%	+$4.82K	0.03%	178
2020 Q2	$331K	Sell	7,409 -24,675	-77%	-$1.11M	0.06%	130
2020 Q1	$1.22M	Sell	32,084 -58,581	-65%	-$3.23M	0.34%	39
2019 Q4	$6.33M	Buy	90,665 +20,064	+28%	+$1.39M	0.53%	37
2019 Q3	$4.99M	Sell	70,601 -28,837	-29%	-$2.09M	0.44%	43
2019 Q2	$7.62M	Sell	99,438 -5,741	-5%	-$444K	0.72%	26
2019 Q1	$8.5M	Sell	105,179 -7,615	-7%	-$581K	0.79%	25
2018 Q4	$7.69M	Buy	112,794 +21,486	+24%	+$1.69M	0.74%	26
2018 Q3	$7.76M	Buy	91,308 +1,078	+1%	+$88.1K	0.64%	27
2018 Q2	$7.46M	Sell	90,230 -23,937	-21%	-$1.91M	0.7%	29
2018 Q1	$8.52M	Buy	114,167 +12,391	+12%	+$990K	0.79%	22
2017 Q4	$8.51M	Buy	101,776 +35,293	+53%	+$2.92M	0.89%	19
2017 Q3	$5.45M	Buy	66,483 +27,887	+72%	+$2.21M	0.75%	18
2017 Q2	$3.12M	Buy	38,596 +9,229	+31%	+$755K	0.6%	22
2017 Q1	$2.41M	Buy	29,367 +4,896	+20%	+$409K	0.49%	28
2016 Q4	$2.21M	Buy	24,471 +13,074	+115%	+$1.14M	0.6%	19
2016 Q3	$991K	Buy	+11,397	New	+$1.01M	0.45%	14
2016 Q1	–	Sell	-16,797	Closed	-$1.31M	–	52
2015 Q4	$1.31M	Sell	16,797 -3,308	-16%	-$264K	1.12%	14
2015 Q3	$1.5M	Sell	20,105 -929	-4%	-$71.6K	0.98%	17
2015 Q2	$1.75M	Sell	21,034 -608	-3%	-$52.3K	1.4%	15
2015 Q1	$1.84M	Sell	21,642 -442	-2%	-$39.2K	1.43%	15
2014 Q4	$2.04M	Buy	22,084 +227	+1%	+$21.2K	1.59%	15
2014 Q3	$2.06M	Hold	21,857	–	–	1.87%	16
2014 Q2	$2.2M	Buy	21,857 +401	+2%	+$40.5K	1.77%	17
2014 Q1	$2.1M	Hold	21,456	–	–	1.81%	17
2013 Q4	$2.17M	Sell	21,456 -6,500	-23%	-$601K	1.99%	15
2013 Q3	$2.4M	Buy	27,956 +19,028	+213%	+$1.72M	2.26%	13
2013 Q2	$807K	Buy	+8,928	New	+$803K	0.66%	15

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

Zeke Capital Advisors's XOM Position: Q4 2022 in Review

Zeke Capital Advisors increased its ExxonMobil (XOM) stake by 5.2% in Q4 2022, buying an estimated $186K and bringing the position to 34,795 shares worth $3.84M. The position accounts for 0.25% of the portfolio, ranked #46.

Zeke Capital Advisors first reported a position in XOM in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.52M in Q1 2018. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Zeke Capital Advisors held 34,795 shares of ExxonMobil worth $3.84M as of Q4 2022.
Zeke Capital Advisors bought 1,733 ExxonMobil shares in Q4 2022, an estimated $186K.
ExxonMobil made up 0.25% of Zeke Capital Advisors's portfolio in Q4 2022, its #46 holding.
Zeke Capital Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 37 quarters since.
Zeke Capital Advisors's ExxonMobil position peaked at $8.52M in Q1 2018.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.