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B. Riley Wealth Management’s ExxonMobil XOM Stock Holding History

B. Riley 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 		$47.2K Buy
117,145
+9,755
+9% +$880K 0.06% 74
2022
Q1 		$8.87M Sell
107,390
-8,129
-7% -$632K 0.68% 33
2021
Q4 		$7.07M Buy
115,519
+3,417
+3% +$214K 0.49% 49
2021
Q3 		$6.59M Sell
112,102
-1,848
-2% -$105K 0.51% 51
2021
Q2 		$7.19M Buy
113,950
+1,103
+1% +$65.9K 0.8% 35
2021
Q1 		$6.3M Buy
112,847
+4,320
+4% +$226K 0.74% 40
2020
Q4 		$4.47M Sell
108,527
-54,386
-33% -$2.04M 0.58% 45
2020
Q3 		$5.59M Buy
162,913
+33,825
+26% +$1.38M 0.66% 40
2020
Q2 		$5.77M Sell
129,088
-72,133
-36% -$3.24M 0.63% 40
2020
Q1 		$7.64M Buy
201,221
+117,631
+141% +$6.5M 0.8% 29
2019
Q4 		$5.83M Buy
83,590
+3,366
+4% +$233K 0.87% 27
2019
Q3 		$5.66M Buy
80,224
+6,155
+8% +$445K 0.99% 23
2019
Q2 		$5.68K Buy
74,069
+45,836
+162% +$3.55M 0.87% 23
2019
Q1 		$2.28M Buy
28,233
+6,603
+31% +$503K 0.4% 60
2018
Q4 		$1.48M Buy
21,630
+6,195
+40% +$486K 0.31% 71
2018
Q3 		$1.31M Buy
+15,435
New +$1.26M 0.32% 73
2016
Q1 		$386K Sell
4,618
-897
-16% -$71.8K 0.58% 58
2015
Q4 		$429K Buy
5,515
+221
+4% +$17.7K 0.55% 58
2015
Q3 		$393K Sell
5,294
-470
-8% -$36.2K 0.56% 57
2015
Q2 		$479K Buy
5,764
+363
+7% +$31.2K 0.38% 56
2015
Q1 		$459K Buy
5,401
+227
+4% +$20.1K 0.35% 66
2014
Q4 		$478K Sell
5,174
-1,065
-17% -$99.3K 0.39% 56
2014
Q3 		$586K Buy
6,239
+407
+7% +$40.5K 0.44% 50
2014
Q2 		$587K Buy
5,832
+284
+5% +$28.6K 0.38% 56
2014
Q1 		$542K Buy
+5,548
New +$529K 0.4% 48

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Management's XOM Position: Q2 2022 in Review

B. Riley Wealth Management increased its ExxonMobil (XOM) stake by 9.1% in Q2 2022, buying an estimated $880K and bringing the position to 117,145 shares worth $47.2K. The position accounts for 0.06% of the portfolio, ranked #74.

B. Riley Wealth Management first reported a position in XOM in Q1 2014 and has held it in 25 quarters since. The position peaked at $8.87M in Q1 2022. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

  • B. Riley Wealth Management held 117,145 shares of ExxonMobil worth $47.2K as of Q2 2022.
  • B. Riley Wealth Management bought 9,755 ExxonMobil shares in Q2 2022, an estimated $880K.
  • ExxonMobil made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #74 holding.
  • B. Riley Wealth Management first reported a position in ExxonMobil in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's ExxonMobil position peaked at $8.87M in Q1 2022.
  • 3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.