Horizons Wealth Management’s ExxonMobil XOM Stock Holding History

Horizons 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
2023 Q3	–	Sell	-453	Closed	-$48.6K	–	214
2023 Q2	$48.6K	Buy	453 +309	+215%	+$33.7K	0.03%	94
2023 Q1	$15.8K	Sell	144 -288	-67%	-$31.9K	0.01%	121
2022 Q4	$48K	Hold	432	–	–	0.04%	91
2022 Q3	$38K	Hold	432	–	–	0.04%	87
2022 Q2	$41K	Buy	+432	New	+$39K	0.03%	91

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Horizons Wealth Management's XOM Position: Q3 2023 in Review

Horizons Wealth Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 453 shares — an estimated $48.6K sold.

Horizons Wealth Management first reported a position in XOM in Q2 2022 and held it in 5 quarters. The position peaked at $48.6K in Q2 2023. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Horizons Wealth Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Horizons Wealth Management sold 453 ExxonMobil shares in Q3 2023, an estimated $48.6K.
Horizons Wealth Management first reported a position in ExxonMobil in Q2 2022 and held it in 5 quarters.
Horizons Wealth Management's ExxonMobil position peaked at $48.6K in Q2 2023.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.