Monumental Financial Group’s ExxonMobil XOM Stock Holding History

Monumental Financial 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	-15	Closed	-$2K	–	89
2023 Q1	$2K	Buy	+15	New	+$1.66K	﹤0.01%	79
2022 Q2	–	Sell	-15	Closed	-$1K	–	68
2022 Q1	$1K	Buy	+15	New	+$1.17K	﹤0.01%	56
2021 Q3	–	Sell	-250	Closed	-$16K	–	95
2021 Q2	$16K	Buy	+250	New	+$14.9K	0.01%	70

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 America Charlotte, North Carolina $1.55T AUM 33.47% 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

Norges Bank Oslo, Norway $1T AUM

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

Monumental Financial Group's XOM Position: Q2 2023 in Review

Monumental Financial Group sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 15 shares — an estimated $2K sold.

Monumental Financial Group first reported a position in XOM in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 3,531 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Monumental Financial Group reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 15 ExxonMobil shares in Q2 2023, an estimated $2K.
Monumental Financial Group first reported a position in ExxonMobil in Q2 2021 and held it in 3 quarters.
Monumental Financial Group's ExxonMobil position peaked at $16K in Q2 2021.
3,531 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.