Novak Financial Planning’s ExxonMobil XOM Stock Holding History

Novak Financial Planning’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
2021 Q2	$1.17M	Sell	18,584 -352	-2%	-$21K	0.57%	57
2021 Q1	$1.06M	Sell	18,936 -200	-1%	-$10.5K	0.58%	57
2020 Q4	$789K	Buy	+19,136	New	+$717K	0.46%	60

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Novak Financial Planning's XOM Position: Q2 2021 in Review

Novak Financial Planning reduced its ExxonMobil (XOM) stake by 1.9% in Q2 2021, selling an estimated $21K and leaving 18,584 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #57.

Novak Financial Planning first reported a position in XOM in Q4 2020 and has held it in 3 quarters since. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Novak Financial Planning held 18,584 shares of ExxonMobil worth $1.17M as of Q2 2021.
Novak Financial Planning sold 352 ExxonMobil shares in Q2 2021, an estimated $21K.
ExxonMobil made up 0.57% of Novak Financial Planning's portfolio in Q2 2021, its #57 holding.
Novak Financial Planning first reported a position in ExxonMobil in Q4 2020 and has held it in 3 quarters since.
2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.