Caliber Wealth Management (Utah)’s ExxonMobil XOM Stock Holding History

Caliber Wealth Management (Utah)’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	–	Sell	-20,451	Closed	-$2.24M	–	65
2023 Q1	$2.24M	Sell	20,451 -157	-0.8%	-$17.4K	1.68%	17
2022 Q4	$2.27M	Sell	20,608 -4,523	-18%	-$485K	1.74%	12
2022 Q3	$2.19M	Buy	25,131 +978	+4%	+$89.3K	1.73%	23
2022 Q2	$2.07M	Buy	24,153 +5,908	+32%	+$533K	1.61%	27
2022 Q1	$1.51M	Buy	+18,245	New	+$1.42M	0.96%	49

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

Caliber Wealth Management (Utah)'s XOM Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 20,451 shares — an estimated $2.24M sold.

Caliber Wealth Management (Utah) first reported a position in XOM in Q1 2022 and held it in 5 quarters. The position peaked at $2.27M in Q4 2022. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 20,451 ExxonMobil shares in Q2 2023, an estimated $2.24M.
Caliber Wealth Management (Utah) first reported a position in ExxonMobil in Q1 2022 and held it in 5 quarters.
Caliber Wealth Management (Utah)'s ExxonMobil position peaked at $2.27M in Q4 2022.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.