Milestone Wealth’s ExxonMobil XOM Stock Holding History

Milestone 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
2022 Q3	$529K	Hold	6,064	–	–	0.59%	26
2022 Q2	$519K	Buy	6,064 +737	+14%	+$66.5K	0.55%	25
2022 Q1	$326K	Hold	5,327	–	–	0.27%	43
2021 Q4	$326K	Buy	+5,327	New	+$333K	0.26%	43

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Milestone Wealth's XOM Position: Q3 2022 in Review

Milestone Wealth held its ExxonMobil (XOM) position steady in Q3 2022 at 6,064 shares worth $529K. The position accounts for 0.59% of the portfolio, ranked #26.

Milestone Wealth first reported a position in XOM in Q4 2021 and has held it in 4 quarters since. 3,219 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

Milestone Wealth held 6,064 shares of ExxonMobil worth $529K as of Q3 2022.
Milestone Wealth left its ExxonMobil share count unchanged in Q3 2022.
ExxonMobil made up 0.59% of Milestone Wealth's portfolio in Q3 2022, its #26 holding.
Milestone Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 4 quarters since.
3,219 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.