Divergent Wealth Advisors’s ExxonMobil XOM Stock Holding History

Divergent Wealth Advisors’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 Q3	–	Sell	-8,957	Closed	-$961K	–	36
2023 Q2	$961K	Buy	8,957 +75	+0.8%	+$8.18K	0.21%	16
2023 Q1	$974K	Buy	8,882 +72	+0.8%	+$7.96K	0.23%	19
2022 Q4	$972K	Buy	+8,810	New	+$944K	0.24%	19
2020 Q4	–	Sell	-12,009	Closed	-$412K	–	35
2020 Q3	$412K	Hold	12,009	–	–	0.11%	22
2020 Q2	$537K	Sell	12,009 -1,319	-10%	-$59.2K	0.16%	22
2020 Q1	$506K	Buy	13,328 +946	+8%	+$52.2K	0.18%	22
2019 Q4	$864K	Hold	12,382	–	–	0.25%	23
2019 Q3	$874K	Sell	12,382 -55	-0.4%	-$3.98K	0.27%	23
2019 Q2	$953K	Hold	12,437	–	–	0.3%	23
2019 Q1	$1M	Hold	12,437	–	–	0.33%	23
2018 Q4	$848K	Hold	12,437	–	–	0.31%	28
2018 Q3	$1.06M	Hold	12,437	–	–	0.37%	20
2018 Q2	$1.03M	Hold	12,437	–	–	0.37%	20
2018 Q1	$928K	Buy	+12,437	New	+$994K	0.35%	20

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Divergent Wealth Advisors's XOM Position: Q3 2023 in Review

Divergent Wealth Advisors sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 8,957 shares — an estimated $961K sold.

Divergent Wealth Advisors first reported a position in XOM in Q1 2018 and held it in 14 quarters. The position peaked at $1.06M in Q3 2018. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Divergent Wealth Advisors reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Divergent Wealth Advisors sold 8,957 ExxonMobil shares in Q3 2023, an estimated $961K.
Divergent Wealth Advisors first reported a position in ExxonMobil in Q1 2018 and held it in 14 quarters.
Divergent Wealth Advisors's ExxonMobil position peaked at $1.06M in Q3 2018.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Divergent Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.