Legacy Wealth Planning’s ExxonMobil XOM Stock Holding History

Legacy Wealth Planning’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	$222K	Sell	2,538 -1,299	-34%	-$119K	0.37%	66
2022 Q2	$329K	Hold	3,837	–	–	0.47%	49
2022 Q1	$317K	Sell	3,837 -5,930	-61%	-$461K	0.37%	55
2021 Q4	$598K	Sell	9,767 -619	-6%	-$38.7K	0.68%	36
2021 Q3	$611K	Sell	10,386 -30	-0.3%	-$1.71K	0.68%	34
2021 Q2	$657K	Sell	10,416 -400	-4%	-$23.9K	0.75%	33
2021 Q1	$604K	Buy	10,816 +4,055	+60%	+$213K	0.77%	33
2020 Q4	$279K	Buy	+6,761	New	+$253K	0.36%	58
2020 Q3	–	Sell	-4,767	Closed	-$213K	–	85
2020 Q2	$213K	Buy	+4,767	New	+$214K	0.25%	68
2020 Q1	–	Sell	-4,205	Closed	-$293K	–	87
2019 Q4	$293K	Buy	+4,205	New	+$291K	0.33%	54

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

Legacy Wealth Planning's XOM Position: Q3 2022 in Review

Legacy Wealth Planning reduced its ExxonMobil (XOM) stake by 34% in Q3 2022, selling an estimated $119K and leaving 2,538 shares worth $222K. The position accounts for 0.37% of the portfolio, ranked #66.

Legacy Wealth Planning first reported a position in XOM in Q4 2019 and has held it in 10 quarters since. The position peaked at $657K in Q2 2021. 3,218 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Legacy Wealth Planning held 2,538 shares of ExxonMobil worth $222K as of Q3 2022.
Legacy Wealth Planning sold 1,299 ExxonMobil shares in Q3 2022, an estimated $119K.
ExxonMobil made up 0.37% of Legacy Wealth Planning's portfolio in Q3 2022, its #66 holding.
Legacy Wealth Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 10 quarters since.
Legacy Wealth Planning's ExxonMobil position peaked at $657K in Q2 2021.
3,218 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.