Milestone Advisory Partners’s ExxonMobil XOM Stock Holding History

Milestone Advisory 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 Q3	$249K	Hold	2,120	–	–	0.21%	59
2023 Q2	$227K	Hold	2,120	–	–	0.21%	62
2023 Q1	$232K	Hold	2,120	–	–	0.21%	62
2022 Q4	$234K	Buy	+2,120	New	+$227K	0.17%	65
2019 Q3	–	Sell	-2,750	Closed	-$211K	–	59
2019 Q2	$211K	Hold	2,750	–	–	0.13%	54
2019 Q1	$222K	Buy	+2,750	New	+$210K	0.14%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Milestone Advisory Partners's XOM Position: Q3 2023 in Review

Milestone Advisory Partners held its ExxonMobil (XOM) position steady in Q3 2023 at 2,120 shares worth $249K. The position accounts for 0.21% of the portfolio, ranked #59.

Milestone Advisory Partners first reported a position in XOM in Q1 2019 and has held it in 6 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Milestone Advisory Partners held 2,120 shares of ExxonMobil worth $249K as of Q3 2023.
Milestone Advisory Partners left its ExxonMobil share count unchanged in Q3 2023.
ExxonMobil made up 0.21% of Milestone Advisory Partners's portfolio in Q3 2023, its #59 holding.
Milestone Advisory Partners first reported a position in ExxonMobil in Q1 2019 and has held it in 6 quarters since.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.