Intercontinental Wealth Advisors’s ExxonMobil XOM Stock Holding History

Intercontinental Wealth 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 Q2	$677K	Sell	6,317 -18	-0.3%	-$1.96K	0.16%	144
2023 Q1	$695K	Hold	6,335	–	–	0.18%	135
2022 Q4	$699K	Buy	6,335 +175	+3%	+$18.8K	0.21%	112
2022 Q3	$538K	Buy	6,160 +97	+2%	+$8.86K	0.17%	139
2022 Q2	$519K	Sell	6,063 -93	-2%	-$8.39K	0.14%	156
2022 Q1	$508K	Sell	6,156 -41	-0.7%	-$3.19K	0.12%	177
2021 Q4	$379K	Sell	6,197 -1,700	-22%	-$106K	0.08%	214
2021 Q3	$465K	Sell	7,897 -355	-4%	-$20.2K	0.11%	174
2021 Q2	$521K	Sell	8,252 -311	-4%	-$18.6K	0.1%	174
2021 Q1	$478K	Buy	8,563 +368	+4%	+$19.3K	0.1%	165
2020 Q4	$338K	Buy	8,195 +1,438	+21%	+$53.9K	0.08%	188
2020 Q3	$232K	Sell	6,757 -1,100	-14%	-$45K	0.07%	176
2020 Q2	$351K	Hold	7,857	–	–	0.11%	131
2020 Q1	$298K	Buy	7,857 +2,460	+46%	+$136K	0.16%	115
2019 Q4	$339K	Sell	5,397 -1,452	-21%	-$100K	0.28%	61
2019 Q3	$484K	Buy	6,849 +7	+0.1%	+$506	0.3%	62
2019 Q2	$524K	Sell	6,842 -332	-5%	-$25.7K	0.27%	53
2019 Q1	$580K	Sell	7,174 -295	-4%	-$22.5K	0.29%	51
2018 Q4	$509K	Buy	7,469 +299	+4%	+$23.5K	0.28%	52
2018 Q3	$610K	Buy	7,170 +505	+8%	+$41.3K	0.31%	53
2018 Q2	$551K	Sell	6,665 -1,694	-20%	-$135K	0.31%	54
2018 Q1	$624K	Buy	8,359 +843	+11%	+$67.4K	0.36%	53
2017 Q4	$629K	Buy	7,516 +5	+0.1%	+$414	0.35%	51
2017 Q3	$616K	Buy	7,511 +500	+7%	+$39.7K	0.38%	46
2017 Q2	$566K	Sell	7,011 -160	-2%	-$13.1K	0.36%	53
2017 Q1	$588K	Buy	7,171 +204	+3%	+$17K	0.35%	62
2016 Q4	$629K	Sell	6,967 -100	-1%	-$8.74K	0.41%	56
2016 Q3	$617K	Hold	7,067	–	–	0.44%	50
2016 Q2	$662K	Buy	7,067 +100	+1%	+$8.84K	0.49%	48
2016 Q1	$582K	Hold	6,967	–	–	0.44%	52
2015 Q4	$543K	Buy	+6,967	New	+$557K	0.37%	60

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

Intercontinental Wealth Advisors's XOM Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.28% in Q2 2023, selling an estimated $1.96K and leaving 6,317 shares worth $677K. The position accounts for 0.16% of the portfolio, ranked #144.

Intercontinental Wealth Advisors first reported a position in XOM in Q4 2015 and has held it in 31 quarters since. The position peaked at $699K in Q4 2022. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Intercontinental Wealth Advisors held 6,317 shares of ExxonMobil worth $677K as of Q2 2023.
Intercontinental Wealth Advisors sold 18 ExxonMobil shares in Q2 2023, an estimated $1.96K.
ExxonMobil made up 0.16% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #144 holding.
Intercontinental Wealth Advisors first reported a position in ExxonMobil in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's ExxonMobil position peaked at $699K in Q4 2022.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.