Cardinal Point Wealth Management Partners’s ExxonMobil XOM Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$265K	Hold	2,416	–	–	0.08%	68
2022 Q4	$266K	Buy	+2,416	New	+$259K	0.09%	60

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

Cardinal Point Wealth Management Partners's XOM Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its ExxonMobil (XOM) position steady in Q1 2023 at 2,416 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #68.

Cardinal Point Wealth Management Partners first reported a position in XOM in Q4 2022 and has held it in 2 quarters since. The position peaked at $266K in Q4 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Cardinal Point Wealth Management Partners held 2,416 shares of ExxonMobil worth $265K as of Q1 2023.
Cardinal Point Wealth Management Partners left its ExxonMobil share count unchanged in Q1 2023.
ExxonMobil made up 0.08% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #68 holding.
Cardinal Point Wealth Management Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 2 quarters since.
Cardinal Point Wealth Management Partners's ExxonMobil position peaked at $266K in Q4 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.