Filbrandt Wealth Management’s ExxonMobil XOM Stock Holding History

Filbrandt 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
2021 Q3	$17K	Buy	295 +34	+13%	+$1.94K	0.01%	118
2021 Q2	$16K	Sell	261 -29	-10%	-$1.73K	0.01%	121
2021 Q1	$16K	Sell	290 -103	-26%	-$5.4K	0.01%	118
2020 Q4	$16K	Buy	393 +132	+51%	+$4.95K	0.01%	123
2020 Q3	$9K	Sell	261 -135	-34%	-$5.52K	0.01%	133
2020 Q2	$18K	Buy	396 +135	+52%	+$6.05K	0.01%	201
2020 Q1	$10K	Sell	261 -450	-63%	-$24.8K	0.01%	125
2019 Q4	$49K	Buy	+711	New	+$49.2K	0.04%	85

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Filbrandt Wealth Management's XOM Position: Q3 2021 in Review

Filbrandt Wealth Management increased its ExxonMobil (XOM) stake by 13% in Q3 2021, buying an estimated $1.94K and bringing the position to 295 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #118.

Filbrandt Wealth Management first reported a position in XOM in Q4 2019 and has held it in 8 quarters since. The position peaked at $49K in Q4 2019. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Filbrandt Wealth Management held 295 shares of ExxonMobil worth $17K as of Q3 2021.
Filbrandt Wealth Management bought 34 ExxonMobil shares in Q3 2021, an estimated $1.94K.
ExxonMobil made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #118 holding.
Filbrandt Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's ExxonMobil position peaked at $49K in Q4 2019.
2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.