AJ Wealth Strategies’s ExxonMobil XOM Stock Holding History

AJ Wealth Strategies’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	$660K	Buy	6,151 +595	+11%	+$64.9K	0.03%	157
2023 Q1	$609K	Buy	5,556 +26	+0.5%	+$2.88K	0.03%	158
2022 Q4	$610K	Sell	5,530 -338	-6%	-$36.2K	0.03%	163
2022 Q3	$512K	Buy	5,868 +46	+0.8%	+$4.2K	0.03%	176
2022 Q2	$499K	Hold	5,822	–	–	0.03%	184
2022 Q1	$481K	Hold	5,822	–	–	0.02%	205
2021 Q4	$356K	Buy	5,822 +10	+0.2%	+$625	0.02%	232
2021 Q3	$342K	Buy	+5,812	New	+$331K	0.02%	228

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

AJ Wealth Strategies's XOM Position: Q2 2023 in Review

AJ Wealth Strategies increased its ExxonMobil (XOM) stake by 11% in Q2 2023, buying an estimated $64.9K and bringing the position to 6,151 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #157.

AJ Wealth Strategies first reported a position in XOM in Q3 2021 and has held it in 8 quarters since. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

AJ Wealth Strategies held 6,151 shares of ExxonMobil worth $660K as of Q2 2023.
AJ Wealth Strategies bought 595 ExxonMobil shares in Q2 2023, an estimated $64.9K.
ExxonMobil made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #157 holding.
AJ Wealth Strategies first reported a position in ExxonMobil in Q3 2021 and has held it in 8 quarters since.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.