Kathleen S. Wright Associates’s ExxonMobil XOM Stock Holding History

Kathleen S. Wright Associates’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
2022 Q3	–	Sell	-528	Closed	-$45K	–	195
2022 Q2	$45K	Hold	528	–	–	0.04%	104
2022 Q1	$44K	Buy	+528	New	+$41K	0.03%	108

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kathleen S. Wright Associates's XOM Position: Q3 2022 in Review

Kathleen S. Wright Associates sold out of ExxonMobil (XOM) in Q3 2022, closing a stake of 528 shares — an estimated $45K sold.

Kathleen S. Wright Associates first reported a position in XOM in Q1 2022 and held it in 2 quarters. The position peaked at $45K in Q2 2022. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Kathleen S. Wright Associates reported no remaining ExxonMobil position as of Q3 2022 after selling out during the quarter.
Kathleen S. Wright Associates sold 528 ExxonMobil shares in Q3 2022, an estimated $45K.
Kathleen S. Wright Associates first reported a position in ExxonMobil in Q1 2022 and held it in 2 quarters.
Kathleen S. Wright Associates's ExxonMobil position peaked at $45K in Q2 2022.
3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2022, filed 19 Oct 2022.