Clear Perspectives Financial Planning’s ExxonMobil XOM Stock Holding History

Clear Perspectives Financial Planning’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	$25.9K	Hold	236	–	–	0.01%	98
2022 Q4	$26K	Sell	236 -141	-37%	-$15.1K	0.01%	112
2022 Q3	$33K	Buy	377 +272	+259%	+$24.8K	0.02%	100
2022 Q2	$9K	Hold	105	–	–	﹤0.01%	157
2022 Q1	$9K	Hold	105	–	–	﹤0.01%	172
2021 Q4	$6K	Hold	105	–	–	﹤0.01%	193
2021 Q3	$6K	Sell	105 -1,395	-93%	-$79.5K	﹤0.01%	180
2021 Q2	$95K	Hold	1,500	–	–	0.05%	75
2021 Q1	$84K	Hold	1,500	–	–	0.05%	71
2020 Q4	$62K	Buy	+1,500	New	+$56.2K	0.04%	78

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

Clear Perspectives Financial Planning's XOM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its ExxonMobil (XOM) position steady in Q1 2023 at 236 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #98.

Clear Perspectives Financial Planning first reported a position in XOM in Q4 2020 and has held it in 10 quarters since. The position peaked at $95K in Q2 2021. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Clear Perspectives Financial Planning held 236 shares of ExxonMobil worth $25.9K as of Q1 2023.
Clear Perspectives Financial Planning left its ExxonMobil share count unchanged in Q1 2023.
ExxonMobil made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #98 holding.
Clear Perspectives Financial Planning first reported a position in ExxonMobil in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's ExxonMobil position peaked at $95K in Q2 2021.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.