Adirondack Retirement Specialists’s ExxonMobil XOM Stock Holding History

Adirondack Retirement Specialists’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
2023 Q2	–	Sell	-25	Closed	-$2.88K	–	168
2023 Q1	$2.88K	Hold	25	–	–	﹤0.01%	101
2022 Q4	$2.76K	Hold	25	–	–	﹤0.01%	83
2022 Q3	$2K	Buy	+25	New	+$2.28K	﹤0.01%	100

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

Adirondack Retirement Specialists's XOM Position: Q2 2023 in Review

Adirondack Retirement Specialists sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 25 shares — an estimated $2.88K sold.

Adirondack Retirement Specialists first reported a position in XOM in Q3 2022 and held it in 3 quarters. The position peaked at $2.88K in Q1 2023. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Adirondack Retirement Specialists reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
Adirondack Retirement Specialists sold 25 ExxonMobil shares in Q2 2023, an estimated $2.88K.
Adirondack Retirement Specialists first reported a position in ExxonMobil in Q3 2022 and held it in 3 quarters.
Adirondack Retirement Specialists's ExxonMobil position peaked at $2.88K in Q1 2023.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q2 2023, filed 27 Jul 2023.