Adams Chetwood Wealth Management’s ExxonMobil XOM Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$689K	Sell	8,347 -272	-3%	-$21.1K	0.39%	44
2021 Q4	$527K	Buy	8,619 +475	+6%	+$29.7K	0.36%	53
2021 Q3	$479K	Buy	8,144 +1	+0%	+$57	0.35%	55
2021 Q2	$514K	Sell	8,143 -30	-0.4%	-$1.79K	0.36%	53
2021 Q1	$456K	Sell	8,173 -210	-3%	-$11K	0.35%	55
2020 Q4	$346K	Sell	8,383 -2,898	-26%	-$109K	0.29%	62
2020 Q3	$387K	Sell	11,281 -342	-3%	-$14K	0.37%	53
2020 Q2	$520K	Hold	11,623	–	–	0.53%	42
2020 Q1	$537K	Buy	11,623 +5,015	+76%	+$277K	0.63%	37
2019 Q4	$461K	Buy	+6,608	New	+$457K	0.47%	42

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Adams Chetwood Wealth Management's XOM Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its ExxonMobil (XOM) stake by 3.2% in Q1 2022, selling an estimated $21.1K and leaving 8,347 shares worth $689K. The position accounts for 0.39% of the portfolio, ranked #44.

Adams Chetwood Wealth Management first reported a position in XOM in Q4 2019 and has held it in 10 quarters since. 3,194 funds tracked by Wall St. Rank hold XOM as of Q1 2022.

Adams Chetwood Wealth Management held 8,347 shares of ExxonMobil worth $689K as of Q1 2022.
Adams Chetwood Wealth Management sold 272 ExxonMobil shares in Q1 2022, an estimated $21.1K.
ExxonMobil made up 0.39% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #44 holding.
Adams Chetwood Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 10 quarters since.
3,194 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.