Catalyst Private Wealth’s ExxonMobil XOM Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-131	Closed	-$4K	–	296
2020 Q3	$4K	Buy	+131	New	+$5.36K	﹤0.01%	253

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Catalyst Private Wealth's XOM Position: Q4 2020 in Review

Catalyst Private Wealth sold out of ExxonMobil (XOM) in Q4 2020, closing a stake of 131 shares — an estimated $4K sold.

Catalyst Private Wealth first reported a position in XOM in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 2,553 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

Catalyst Private Wealth reported no remaining ExxonMobil position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 131 ExxonMobil shares in Q4 2020, an estimated $4K.
Catalyst Private Wealth first reported a position in ExxonMobil in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's ExxonMobil position peaked at $4K in Q3 2020.
2,553 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.