NEIRG Wealth Management’s ExxonMobil XOM Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-37,021	Closed	-$3.97M	–	145
2023 Q2	$3.97M	Sell	37,021 -4,890	-12%	-$534K	0.73%	37
2023 Q1	$4.6M	Sell	41,911 -338	-0.8%	-$37.4K	0.8%	37
2022 Q4	$4.66M	Buy	42,249 +2,040	+5%	+$219K	0.88%	36
2022 Q3	$3.51M	Buy	40,209 +1,320	+3%	+$121K	0.7%	39
2022 Q2	$3.33M	Buy	38,889 +13,445	+53%	+$1.21M	0.73%	37
2022 Q1	$2.1M	Buy	25,444 +5,200	+26%	+$404K	0.41%	57
2021 Q4	$1.24M	Buy	+20,244	New	+$1.27M	0.24%	63

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's XOM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 37,021 shares — an estimated $3.97M sold.

NEIRG Wealth Management first reported a position in XOM in Q4 2021 and held it in 7 quarters. The position peaked at $4.66M in Q4 2022. 3,578 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

NEIRG Wealth Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 37,021 ExxonMobil shares in Q3 2023, an estimated $3.97M.
NEIRG Wealth Management first reported a position in ExxonMobil in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's ExxonMobil position peaked at $4.66M in Q4 2022.
3,578 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.