Loveless Wealth Management’s ExxonMobil XOM Stock Holding History

Loveless 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	$8.8M	Sell	102,737 -10,997	-10%	-$992K	5.76%	1
2022 Q1	$9.39M	Sell	113,734 -10,795	-9%	-$839K	5.31%	1
2021 Q4	$7.62M	Buy	124,529 +934	+0.8%	+$58.4K	4.18%	1
2021 Q3	$7.27M	Sell	123,595 -7,302	-6%	-$416K	4.42%	1
2021 Q2	$8.26M	Sell	130,897 -2,916	-2%	-$174K	5.02%	1
2021 Q1	$7.47M	Buy	133,813 +3,636	+3%	+$191K	4.93%	1
2020 Q4	$5.37M	Sell	130,177 -11,989	-8%	-$450K	3.96%	1
2020 Q3	$4.88M	Sell	142,166 -4,555	-3%	-$186K	4.12%	1
2020 Q2	$6.56M	Buy	146,721 +2,450	+2%	+$110K	6.11%	1
2020 Q1	$5.48M	Buy	144,271 +8,355	+6%	+$461K	6.45%	1
2019 Q4	$9.56M	Buy	+135,916	New	+$9.4M	8.24%	1

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

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

Loveless Wealth Management reduced its ExxonMobil (XOM) stake by 9.7% in Q2 2022, selling an estimated $992K and leaving 102,737 shares worth $8.8M. The position accounts for 5.76% of the portfolio, ranked #1.

Loveless Wealth Management first reported a position in XOM in Q4 2019 and has held it in 11 quarters since. The position peaked at $9.56M in Q4 2019. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Loveless Wealth Management held 102,737 shares of ExxonMobil worth $8.8M as of Q2 2022.
Loveless Wealth Management sold 10,997 ExxonMobil shares in Q2 2022, an estimated $992K.
ExxonMobil made up 5.76% of Loveless Wealth Management's portfolio in Q2 2022, its #1 holding.
Loveless Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's ExxonMobil position peaked at $9.56M in Q4 2019.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.