Fusion Family Wealth’s ExxonMobil XOM Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-1,234	Closed	-$69K	–	104
2021 Q1	$69K	Hold	1,234	–	–	0.01%	47
2020 Q4	$51K	Hold	1,234	–	–	0.01%	51
2020 Q3	$42K	Sell	1,234 -233	-16%	-$9.53K	0.01%	52
2020 Q2	$66K	Hold	1,467	–	–	0.02%	45
2020 Q1	$56K	Hold	1,467	–	–	0.02%	50
2019 Q4	$102K	Hold	1,467	–	–	0.02%	46
2019 Q3	$104K	Sell	1,467 -6,168	-81%	-$446K	0.03%	45
2019 Q2	$585K	Buy	7,635 +6,021	+373%	+$466K	0.15%	30
2019 Q1	$130K	Sell	1,614 -5,993	-79%	-$457K	0.04%	47
2018 Q4	$519K	Sell	7,607 -184	-2%	-$14.4K	0.15%	36
2018 Q3	$662K	Sell	7,791 -49	-0.6%	-$4.01K	0.18%	28
2018 Q2	$649K	Buy	7,840 +1	+0%	+$80	0.18%	30
2018 Q1	$585K	Buy	7,839 +14	+0.2%	+$1.12K	0.2%	28
2017 Q4	$655K	Buy	7,825 +7,385	+1,678%	+$611K	0.16%	35
2017 Q3	$36K	Sell	440 -7,431	-94%	-$590K	0.01%	103
2017 Q2	$635K	Buy	7,871 +1	+0%	+$82	0.22%	36
2017 Q1	$645K	Sell	7,870 -162	-2%	-$13.5K	0.24%	34
2016 Q4	$694K	Buy	+8,032	New	+$702K	0.41%	31

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fusion Family Wealth's XOM Position: Q2 2021 in Review

Fusion Family Wealth sold out of ExxonMobil (XOM) in Q2 2021, closing a stake of 1,234 shares — an estimated $69K sold.

Fusion Family Wealth first reported a position in XOM in Q4 2016 and held it in 18 quarters. The position peaked at $694K in Q4 2016. 2,748 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Fusion Family Wealth reported no remaining ExxonMobil position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 1,234 ExxonMobil shares in Q2 2021, an estimated $69K.
Fusion Family Wealth first reported a position in ExxonMobil in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's ExxonMobil position peaked at $694K in Q4 2016.
2,748 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.