Lake Point Wealth Management’s ExxonMobil XOM Stock Holding History

Lake Point 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	$52K	Sell	610 -758	-55%	-$68.4K	0.03%	64
2022 Q1	$113K	Buy	1,368 +40	+3%	+$3.11K	0.05%	37
2021 Q4	$81K	Sell	1,328 -236	-15%	-$14.8K	0.04%	53
2021 Q3	$92K	Sell	1,564 -435	-22%	-$24.8K	0.04%	42
2021 Q2	$126K	Buy	+1,999	New	+$119K	0.06%	37
2020 Q1	$71K	Sell	1,864 -418	-18%	-$23.1K	0.06%	34
2019 Q4	$159K	Buy	+2,282	New	+$158K	0.05%	58
2019 Q2	$203K	Hold	2,645	–	–	0.07%	38
2019 Q1	$203K	Sell	2,645 -10,567	-80%	-$806K	0.07%	38
2018 Q4	$901K	Buy	+13,212	New	+$1.04M	0.34%	55

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's XOM Position: Q2 2022 in Review

Lake Point Wealth Management reduced its ExxonMobil (XOM) stake by 55% in Q2 2022, selling an estimated $68.4K and leaving 610 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #64.

Lake Point Wealth Management first reported a position in XOM in Q4 2018 and has held it in 10 quarters since. The position peaked at $901K in Q4 2018. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Lake Point Wealth Management held 610 shares of ExxonMobil worth $52K as of Q2 2022.
Lake Point Wealth Management sold 758 ExxonMobil shares in Q2 2022, an estimated $68.4K.
ExxonMobil made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #64 holding.
Lake Point Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's ExxonMobil position peaked at $901K in Q4 2018.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.