Better Money Decisions’s ExxonMobil XOM Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-55	Closed	-$5K	–	465
2022 Q2	$5K	Buy	+55	New	+$4.96K	﹤0.01%	385
2021 Q4	–	Sell	-238	Closed	-$14K	–	596
2021 Q3	$14K	Buy	238 +135	+131%	+$7.69K	0.01%	341
2021 Q2	$6K	Buy	103 +2	+2%	+$119	0.01%	477
2021 Q1	$6K	Buy	+101	New	+$5.29K	0.01%	428

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

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

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

Norges Bank Oslo, Norway $935B AUM

Better Money Decisions's XOM Position: Q3 2022 in Review

Better Money Decisions sold out of ExxonMobil (XOM) in Q3 2022, closing a stake of 55 shares — an estimated $5K sold.

Better Money Decisions first reported a position in XOM in Q1 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Better Money Decisions reported no remaining ExxonMobil position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 55 ExxonMobil shares in Q3 2022, an estimated $5K.
Better Money Decisions first reported a position in ExxonMobil in Q1 2021 and held it in 4 quarters.
Better Money Decisions's ExxonMobil position peaked at $14K in Q3 2021.
3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.