Lumature Wealth Partners’s ExxonMobil XOM Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$790K	Sell	7,362 -1,249	-15%	-$136K	0.47%	46
2023 Q1	$944K	Sell	8,611 -46	-0.5%	-$5.09K	0.53%	42
2022 Q4	$955K	Sell	8,657 -2,328	-21%	-$249K	0.53%	38
2022 Q3	$959K	Buy	10,985 +156	+1%	+$14.2K	0.51%	42
2022 Q2	$927K	Sell	10,829 -357	-3%	-$32.2K	0.41%	50
2022 Q1	$924K	Buy	11,186 +3,981	+55%	+$309K	0.37%	60
2021 Q4	$441K	Buy	7,205 +230	+3%	+$14.4K	0.17%	101
2021 Q3	$410K	Buy	6,975 +176	+3%	+$10K	0.17%	97
2021 Q2	$429K	Buy	6,799 +2,100	+45%	+$125K	0.18%	99
2021 Q1	$262K	Buy	+4,699	New	+$246K	0.14%	107

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lumature Wealth Partners's XOM Position: Q2 2023 in Review

Lumature Wealth Partners reduced its ExxonMobil (XOM) stake by 15% in Q2 2023, selling an estimated $136K and leaving 7,362 shares worth $790K. The position accounts for 0.47% of the portfolio, ranked #46.

Lumature Wealth Partners first reported a position in XOM in Q1 2021 and has held it in 10 quarters since. The position peaked at $959K in Q3 2022. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Lumature Wealth Partners held 7,362 shares of ExxonMobil worth $790K as of Q2 2023.
Lumature Wealth Partners sold 1,249 ExxonMobil shares in Q2 2023, an estimated $136K.
ExxonMobil made up 0.47% of Lumature Wealth Partners's portfolio in Q2 2023, its #46 holding.
Lumature Wealth Partners first reported a position in ExxonMobil in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's ExxonMobil position peaked at $959K in Q3 2022.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.