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Financial Planners of Cleveland’s ExxonMobil XOM Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-8,181
Closed -$541K – 96
2021
Q4 		$541K Buy
+8,181
New +$511K 0.22% 38

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Planners of Cleveland's XOM Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of ExxonMobil (XOM) in Q1 2022, closing a stake of 8,181 shares — an estimated $541K sold.

Financial Planners of Cleveland first reported a position in XOM in Q4 2021 and held it in 1 quarter. The position peaked at $541K in Q4 2021. 3,195 funds tracked by Wall St. Rank hold XOM as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining ExxonMobil position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 8,181 ExxonMobil shares in Q1 2022, an estimated $541K.
  • Financial Planners of Cleveland first reported a position in ExxonMobil in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's ExxonMobil position peaked at $541K in Q4 2021.
  • 3,195 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.