Interactive Financial Advisors’s ExxonMobil XOM Stock Holding History

Interactive Financial Advisors’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	-800	Closed	-$88.2K	–	166
2022 Q4	$88.2K	Hold	800	–	–	0.05%	113
2022 Q3	$70K	Hold	800	–	–	0.04%	115
2022 Q2	$69K	Hold	800	–	–	0.03%	104
2022 Q1	$66K	Hold	800	–	–	0.03%	116
2021 Q4	$49K	Hold	800	–	–	0.02%	123
2021 Q3	$47K	Sell	800 -100	-11%	-$5.7K	0.02%	123
2021 Q2	$57K	Hold	900	–	–	0.02%	120
2021 Q1	$50K	Hold	900	–	–	0.02%	124
2020 Q4	$37K	Buy	900 +100	+13%	+$3.75K	0.02%	123
2020 Q3	$27K	Hold	800	–	–	0.01%	119
2020 Q2	$36K	Hold	800	–	–	0.02%	109
2020 Q1	$30K	Hold	800	–	–	0.03%	76
2019 Q4	$56K	Hold	800	–	–	0.03%	111
2019 Q3	$56K	Hold	800	–	–	0.03%	96
2019 Q2	$61K	Hold	800	–	–	0.03%	102
2019 Q1	$65K	Buy	+800	New	+$61K	0.03%	85
2014 Q2	–	Sell	-1	Closed	–	–	131
2014 Q1	$0	Buy	+1	New	+$95	﹤0.01%	139

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Interactive Financial Advisors's XOM Position: Q1 2023 in Review

Interactive Financial Advisors sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 800 shares — an estimated $88.2K sold.

Interactive Financial Advisors first reported a position in XOM in Q1 2014 and held it in 17 quarters. The position peaked at $88.2K in Q4 2022. 3,516 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Interactive Financial Advisors reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 800 ExxonMobil shares in Q1 2023, an estimated $88.2K.
Interactive Financial Advisors first reported a position in ExxonMobil in Q1 2014 and held it in 17 quarters.
Interactive Financial Advisors's ExxonMobil position peaked at $88.2K in Q4 2022.
3,516 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.