MGO Private Wealth’s ExxonMobil XOM Stock Holding History

MGO Private Wealth’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 Q1	–	Sell	-7,953	Closed	-$877K	–	137
2022 Q4	$877K	Buy	7,953 +910	+13%	+$97.5K	0.4%	52
2022 Q3	$615K	Buy	+7,043	New	+$643K	0.29%	61

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

MGO Private Wealth's XOM Position: Q1 2023 in Review

MGO Private Wealth sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 7,953 shares — an estimated $877K sold.

MGO Private Wealth first reported a position in XOM in Q3 2022 and held it in 2 quarters. The position peaked at $877K in Q4 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

MGO Private Wealth reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 7,953 ExxonMobil shares in Q1 2023, an estimated $877K.
MGO Private Wealth first reported a position in ExxonMobil in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's ExxonMobil position peaked at $877K in Q4 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.