Freedom Wealth Alliance’s ExxonMobil XOM Stock Holding History

Freedom Wealth Alliance’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	-1,003	Closed	-$111K	–	455
2022 Q4	$111K	Buy	+1,003	New	+$107K	0.16%	86

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

Freedom Wealth Alliance's XOM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 1,003 shares — an estimated $111K sold.

Freedom Wealth Alliance first reported a position in XOM in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Freedom Wealth Alliance reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 1,003 ExxonMobil shares in Q1 2023, an estimated $111K.
Freedom Wealth Alliance first reported a position in ExxonMobil in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's ExxonMobil position peaked at $111K in Q4 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.