Orgel Wealth Management’s ExxonMobil XOM Stock Holding History

Orgel 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	–	Sell	-6,773	Closed	-$559K	–	76
2022 Q1	$559K	Buy	+6,773	New	+$526K	0.04%	34
2017 Q3	–	Sell	-2,625	Closed	-$212K	–	33
2017 Q2	$212K	Sell	2,625 -609	-19%	-$49.8K	0.08%	24
2017 Q1	$266K	Buy	3,234 +26	+0.8%	+$2.17K	0.12%	15
2016 Q4	$290K	Sell	3,208 -286	-8%	-$25K	0.19%	11
2016 Q3	$305K	Buy	3,494 +131	+4%	+$11.6K	0.21%	11
2016 Q2	$315K	Buy	+3,363	New	+$297K	0.14%	13
2016 Q1	–	Sell	-3,360	Closed	-$262K	–	27
2015 Q4	$262K	Buy	+3,360	New	+$269K	0.22%	17

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Orgel Wealth Management sold out of ExxonMobil (XOM) in Q2 2022, closing a stake of 6,773 shares — an estimated $559K sold.

Orgel Wealth Management first reported a position in XOM in Q4 2015 and held it in 7 quarters. The position peaked at $559K in Q1 2022. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Orgel Wealth Management reported no remaining ExxonMobil position as of Q2 2022 after selling out during the quarter.
Orgel Wealth Management sold 6,773 ExxonMobil shares in Q2 2022, an estimated $559K.
Orgel Wealth Management first reported a position in ExxonMobil in Q4 2015 and held it in 7 quarters.
Orgel Wealth Management's ExxonMobil position peaked at $559K in Q1 2022.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

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