DB Wealth Management Group’s ExxonMobil XOM Stock Holding History

DB Wealth Management Group’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 Q4	$54.7K	Hold	547	–	–	0.03%	162
2023 Q3	$64.4K	Hold	547	–	–	0.04%	138
2023 Q2	$58.7K	Hold	547	–	–	0.04%	145
2023 Q1	$60K	Hold	547	–	–	0.04%	141
2022 Q4	$60.4K	Hold	547	–	–	0.04%	140
2022 Q3	$48K	Hold	547	–	–	0.03%	151
2022 Q2	$47K	Hold	547	–	–	0.03%	156
2022 Q1	$45K	Buy	547 +69	+14%	+$5.36K	0.03%	178
2021 Q4	$29K	Hold	478	–	–	0.02%	209
2021 Q3	$28K	Hold	478	–	–	0.02%	207
2021 Q2	$30K	Hold	478	–	–	0.02%	200
2021 Q1	$27K	Hold	478	–	–	0.02%	210
2020 Q4	$20K	Buy	+478	New	+$17.9K	0.01%	227

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DB Wealth Management Group's XOM Position: Q4 2023 in Review

DB Wealth Management Group held its ExxonMobil (XOM) position steady in Q4 2023 at 547 shares worth $54.7K. The position accounts for 0.03% of the portfolio, ranked #162.

DB Wealth Management Group first reported a position in XOM in Q4 2020 and has held it in 13 quarters since. The position peaked at $64.4K in Q3 2023. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

DB Wealth Management Group held 547 shares of ExxonMobil worth $54.7K as of Q4 2023.
DB Wealth Management Group left its ExxonMobil share count unchanged in Q4 2023.
ExxonMobil made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #162 holding.
DB Wealth Management Group first reported a position in ExxonMobil in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's ExxonMobil position peaked at $64.4K in Q3 2023.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.