BT Wealth Management’s ExxonMobil XOM Stock Holding History

BT 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	$809K	Sell	9,450 -2,478	-21%	-$224K	0.23%	27
2022 Q1	$985K	Buy	11,928 +140	+1%	+$10.9K	0.26%	23
2021 Q4	$721K	Buy	11,788 +3,715	+46%	+$232K	0.19%	31
2021 Q3	$475K	Hold	8,073	–	–	0.15%	33
2021 Q2	$509K	Hold	8,073	–	–	0.15%	32
2021 Q1	$451K	Sell	8,073 -100	-1%	-$5.24K	0.15%	35
2020 Q4	$337K	Hold	8,173	–	–	0.13%	45
2020 Q3	$281K	Buy	8,173 +338	+4%	+$13.8K	0.12%	44
2020 Q2	$350K	Hold	7,835	–	–	0.18%	36
2020 Q1	$297K	Sell	7,835 -1,650	-17%	-$91.1K	0.17%	41
2019 Q4	$662K	Sell	9,485 -3,888	-29%	-$269K	0.34%	32
2019 Q3	$944K	Sell	13,373 -7,063	-35%	-$511K	0.53%	23
2019 Q2	$1.44M	Buy	20,436 +7,418	+57%	+$574K	0.83%	19
2019 Q1	$1.05M	Sell	13,018 -3,685	-22%	-$281K	0.62%	22
2018 Q4	$1.27M	Buy	+16,703	New	+$1.31M	0.55%	29

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

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

BT Wealth Management reduced its ExxonMobil (XOM) stake by 21% in Q2 2022, selling an estimated $224K and leaving 9,450 shares worth $809K. The position accounts for 0.23% of the portfolio, ranked #27.

BT Wealth Management first reported a position in XOM in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.44M in Q2 2019. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

BT Wealth Management held 9,450 shares of ExxonMobil worth $809K as of Q2 2022.
BT Wealth Management sold 2,478 ExxonMobil shares in Q2 2022, an estimated $224K.
ExxonMobil made up 0.23% of BT Wealth Management's portfolio in Q2 2022, its #27 holding.
BT Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's ExxonMobil position peaked at $1.44M in Q2 2019.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.