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KerberRose Wealth Management’s ExxonMobil XOM Stock Holding History

KerberRose 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
2022
Q2 		$548K Buy
+6,394
New +$577K 0.45% 46

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KerberRose Wealth Management's XOM Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2022: 6,394 shares worth $548K. The stake represents 0.45% of the portfolio and ranks #46 among its holdings.

3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

  • KerberRose Wealth Management held 6,394 shares of ExxonMobil worth $548K as of Q2 2022.
  • ExxonMobil was a new KerberRose Wealth Management position in Q2 2022.
  • ExxonMobil made up 0.45% of KerberRose Wealth Management's portfolio in Q2 2022, its #46 holding.
  • 3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.