Altium Wealth Management’s ExxonMobil XOM Stock Holding History

Altium 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 Q2	$7.79M	Buy	90,986 +6,944	+8%	+$626K	0.56%	31
2022 Q1	$6.94M	Buy	84,042 +6,217	+8%	+$483K	0.45%	35
2021 Q4	$4.76M	Buy	77,825 +3,844	+5%	+$240K	0.31%	40
2021 Q3	$4.35M	Buy	73,981 +3,107	+4%	+$177K	0.31%	36
2021 Q2	$4.47M	Buy	70,874 +1,630	+2%	+$97.3K	0.33%	35
2021 Q1	$3.87M	Buy	69,244 +9,850	+17%	+$516K	0.31%	38
2020 Q4	$2.45M	Buy	59,394 +1,689	+3%	+$63.3K	0.22%	54
2020 Q3	$1.98M	Sell	57,705 -14,242	-20%	-$582K	0.21%	57
2020 Q2	$3.22M	Buy	71,947 +27,472	+62%	+$1.23M	0.36%	37
2020 Q1	$1.69M	Buy	44,475 +4,697	+12%	+$259K	0.23%	54
2019 Q4	$2.78M	Sell	39,778 -4,676	-11%	-$323K	0.33%	39
2019 Q3	$3.14M	Buy	44,454 +1,825	+4%	+$132K	0.42%	28
2019 Q2	$3.27M	Sell	42,629 -6,253	-13%	-$484K	0.47%	25
2019 Q1	$3.95M	Sell	48,882 -317	-0.6%	-$24.2K	0.63%	21
2018 Q4	$3.35M	Buy	49,199 +107	+0.2%	+$8.39K	0.64%	21
2018 Q3	$4.17M	Buy	49,092 +15,319	+45%	+$1.25M	0.8%	21
2018 Q2	$2.79M	Buy	33,773 +6,418	+23%	+$511K	0.75%	25
2018 Q1	$2.04M	Buy	27,355 +1,298	+5%	+$104K	0.8%	24
2017 Q4	$2.18M	Buy	+26,057	New	+$2.16M	1%	22

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's XOM Position: Q2 2022 in Review

Altium Wealth Management increased its ExxonMobil (XOM) stake by 8.3% in Q2 2022, buying an estimated $626K and bringing the position to 90,986 shares worth $7.79M. The position accounts for 0.56% of the portfolio, ranked #31.

Altium Wealth Management first reported a position in XOM in Q4 2017 and has held it in 19 quarters since. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Altium Wealth Management held 90,986 shares of ExxonMobil worth $7.79M as of Q2 2022.
Altium Wealth Management bought 6,944 ExxonMobil shares in Q2 2022, an estimated $626K.
ExxonMobil made up 0.56% of Altium Wealth Management's portfolio in Q2 2022, its #31 holding.
Altium Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 19 quarters since.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.