Castle Financial & Retirement Planning Associates’s ExxonMobil XOM Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$42K	Buy	+523	New	+$32.7K	0.14%	42

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's XOM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in ExxonMobil (XOM) in Q4 2021: 523 shares worth $42K. The stake represents 0.14% of the portfolio and ranks #42 among its holdings.

3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 523 shares of ExxonMobil worth $42K as of Q4 2021.
ExxonMobil was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
ExxonMobil made up 0.14% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #42 holding.
3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.