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High Pines Wealth Management’s ExxonMobil XOM Stock Holding History

High Pines 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 		– Sell
-3,600
Closed -$227K – 44
2021
Q2 		$227K Buy
+3,600
New +$215K 0.17% 38

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

High Pines Wealth Management's XOM Position: Q3 2021 in Review

High Pines Wealth Management sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 3,600 shares — an estimated $227K sold.

High Pines Wealth Management first reported a position in XOM in Q2 2021 and held it in 1 quarter. The position peaked at $227K in Q2 2021. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

  • High Pines Wealth Management reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
  • High Pines Wealth Management sold 3,600 ExxonMobil shares in Q3 2021, an estimated $227K.
  • High Pines Wealth Management first reported a position in ExxonMobil in Q2 2021 and held it in 1 quarter.
  • High Pines Wealth Management's ExxonMobil position peaked at $227K in Q2 2021.
  • 2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

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