MilWealth Group’s ExxonMobil XOM Stock Holding History

MilWealth Group’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	–	Sell	-191	Closed	-$20.9K	–	64
2023 Q1	$20.9K	Buy	+191	New	+$21.1K	0.01%	47

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

MilWealth Group's XOM Position: Q2 2023 in Review

MilWealth Group sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 191 shares — an estimated $20.9K sold.

MilWealth Group first reported a position in XOM in Q1 2023 and held it in 1 quarter. The position peaked at $20.9K in Q1 2023. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

MilWealth Group reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
MilWealth Group sold 191 ExxonMobil shares in Q2 2023, an estimated $20.9K.
MilWealth Group first reported a position in ExxonMobil in Q1 2023 and held it in 1 quarter.
MilWealth Group's ExxonMobil position peaked at $20.9K in Q1 2023.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on MilWealth Group's 13F filing for Q2 2023, filed 24 Jul 2023.