BDO Wealth Advisors’s ExxonMobil XOM Stock Holding History

BDO Wealth Advisors’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	$2.36M	Buy	22,027 +6,560	+42%	+$716K	0.27%	80
2023 Q1	$1.7M	Sell	15,467 -585	-4%	-$64.7K	0.21%	95
2022 Q4	$1.77M	Sell	16,052 -496	-3%	-$53.1K	0.22%	96
2022 Q3	$1.45M	Sell	16,548 -45	-0.3%	-$4.11K	0.19%	103
2022 Q2	$1.42M	Sell	16,593 -1,340	-7%	-$121K	0.17%	107
2022 Q1	$1.48M	Buy	17,933 +6,272	+54%	+$488K	0.16%	110
2021 Q4	$714K	Sell	11,661 -650	-5%	-$40.6K	0.08%	157
2021 Q3	$724K	Sell	12,311 -2,289	-16%	-$130K	0.08%	157
2021 Q2	$921K	Sell	14,600 -3,570	-20%	-$213K	0.1%	136
2021 Q1	$1.01M	Buy	18,170 +7,463	+70%	+$391K	0.12%	127
2020 Q4	$441K	Sell	10,707 -259	-2%	-$9.71K	0.06%	154
2020 Q3	$376K	Sell	10,966 -814	-7%	-$33.3K	0.06%	153
2020 Q2	$527K	Buy	11,780 +30	+0.3%	+$1.35K	0.09%	127
2020 Q1	$446K	Buy	11,750 +3,441	+41%	+$190K	0.09%	126
2019 Q4	$580K	Sell	8,309 -402	-5%	-$27.8K	0.15%	107
2019 Q3	$615K	Sell	8,711 -91	-1%	-$6.58K	0.16%	105
2019 Q2	$674K	Buy	8,802 +714	+9%	+$55.3K	0.18%	95
2019 Q1	$654K	Buy	8,088 +83	+1%	+$6.33K	0.19%	96
2018 Q4	$546K	Sell	8,005 -1,142	-12%	-$89.6K	0.19%	95
2018 Q3	$778K	Sell	9,147 -3,546	-28%	-$290K	0.25%	75
2018 Q2	$1.05M	Buy	12,693 +3,451	+37%	+$275K	0.36%	54
2018 Q1	$690K	Buy	9,242 +2,089	+29%	+$167K	0.26%	75
2017 Q4	$598K	Buy	7,153 +316	+5%	+$26.1K	0.27%	70
2017 Q3	$560K	Sell	6,837 -3,859	-36%	-$306K	0.28%	64
2017 Q2	$864K	Buy	+10,696	New	+$875K	0.38%	48

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

BDO Wealth Advisors's XOM Position: Q2 2023 in Review

BDO Wealth Advisors increased its ExxonMobil (XOM) stake by 42% in Q2 2023, buying an estimated $716K and bringing the position to 22,027 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #80.

BDO Wealth Advisors first reported a position in XOM in Q2 2017 and has held it in 25 quarters since. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

BDO Wealth Advisors held 22,027 shares of ExxonMobil worth $2.36M as of Q2 2023.
BDO Wealth Advisors bought 6,560 ExxonMobil shares in Q2 2023, an estimated $716K.
ExxonMobil made up 0.27% of BDO Wealth Advisors's portfolio in Q2 2023, its #80 holding.
BDO Wealth Advisors first reported a position in ExxonMobil in Q2 2017 and has held it in 25 quarters since.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.