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Blooom Inc’s ExxonMobil XOM Stock Holding History

Blooom Inc’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 		$1.08M Buy
12,226
+97
+0.8% +$8.86K 2.05% 9
2022
Q2 		$1.05M Sell
12,129
-1,369
-10% -$123K 1.8% 9
2022
Q1 		$1.1M Buy
13,498
+105
+0.8% +$8.16K 0.88% 14
2021
Q4 		$815K Sell
13,393
-1,462
-10% -$91.4K 0.61% 16
2021
Q3 		$880K Sell
14,855
-282
-2% -$16.1K 0.73% 18
2021
Q2 		$954K Buy
15,137
+308
+2% +$18.4K 0.71% 17
2021
Q1 		$858K Buy
14,829
+3,781
+34% +$198K 0.67% 19
2020
Q4 		$457K Buy
+11,048
New +$414K 0.37% 24

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blooom Inc's XOM Position: Q3 2022 in Review

Blooom Inc increased its ExxonMobil (XOM) stake by 0.8% in Q3 2022, buying an estimated $8.86K and bringing the position to 12,226 shares worth $1.08M. The position accounts for 2.05% of the portfolio, ranked #9.

Blooom Inc first reported a position in XOM in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2022. 3,219 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • Blooom Inc held 12,226 shares of ExxonMobil worth $1.08M as of Q3 2022.
  • Blooom Inc bought 97 ExxonMobil shares in Q3 2022, an estimated $8.86K.
  • ExxonMobil made up 2.05% of Blooom Inc's portfolio in Q3 2022, its #9 holding.
  • Blooom Inc first reported a position in ExxonMobil in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's ExxonMobil position peaked at $1.1M in Q1 2022.
  • 3,219 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.