Curi Wealth Management’s ExxonMobil XOM Stock Holding History

Curi Wealth Management’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	–	Sell	-4,996	Closed	-$551K	–	194
2022 Q4	$551K	Sell	4,996 -6,181	-55%	-$662K	0.08%	109
2022 Q3	$976K	Buy	11,177 +3,265	+41%	+$298K	0.16%	70
2022 Q2	$678K	Buy	7,912 +1,219	+18%	+$110K	0.13%	57
2022 Q1	$552K	Sell	6,693 -2,819	-30%	-$219K	0.1%	58
2021 Q4	$582K	Buy	+9,512	New	+$594K	0.1%	62
2021 Q1	–	Sell	-4	Closed	–	–	506
2020 Q4	$0	Buy	+4	New	+$150	﹤0.01%	525

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

Curi Wealth Management's XOM Position: Q1 2023 in Review

Curi Wealth Management sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 4,996 shares — an estimated $551K sold.

Curi Wealth Management first reported a position in XOM in Q4 2020 and held it in 6 quarters. The position peaked at $976K in Q3 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Curi Wealth Management reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 4,996 ExxonMobil shares in Q1 2023, an estimated $551K.
Curi Wealth Management first reported a position in ExxonMobil in Q4 2020 and held it in 6 quarters.
Curi Wealth Management's ExxonMobil position peaked at $976K in Q3 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.