Minot Wealth Management’s ExxonMobil XOM Stock Holding History

Minot Wealth Management’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 Q2	$4.42M	Buy	51,588 +10,692	+26%	+$964K	1.14%	24
2022 Q1	$3.38M	Buy	40,896 +5,477	+15%	+$426K	0.73%	38
2021 Q4	$2.17M	Sell	35,419 -2,522	-7%	-$158K	0.42%	59
2021 Q3	$2.23M	Buy	37,941 +908	+2%	+$51.7K	0.48%	56
2021 Q2	$2.25M	Buy	37,033 +4,070	+12%	+$243K	0.49%	56
2021 Q1	$1.84M	Buy	32,963 +2,947	+10%	+$155K	0.47%	62
2020 Q4	$1.24M	Sell	30,016 -1,064	-3%	-$39.9K	0.37%	68
2020 Q3	$1.07M	Buy	31,080 +3,729	+14%	+$152K	0.4%	69
2020 Q2	$1.22M	Sell	27,351 -138	-0.5%	-$6.19K	0.61%	57
2020 Q1	$1.04M	Buy	27,489 +1,692	+7%	+$93.4K	0.75%	49
2019 Q4	$1.73M	Buy	+25,797	New	+$1.78M	0.79%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Minot Wealth Management's XOM Position: Q2 2022 in Review

Minot Wealth Management increased its ExxonMobil (XOM) stake by 26% in Q2 2022, buying an estimated $964K and bringing the position to 51,588 shares worth $4.42M. The position accounts for 1.14% of the portfolio, ranked #24.

Minot Wealth Management first reported a position in XOM in Q4 2019 and has held it in 11 quarters since. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Minot Wealth Management held 51,588 shares of ExxonMobil worth $4.42M as of Q2 2022.
Minot Wealth Management bought 10,692 ExxonMobil shares in Q2 2022, an estimated $964K.
ExxonMobil made up 1.14% of Minot Wealth Management's portfolio in Q2 2022, its #24 holding.
Minot Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 11 quarters since.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.