Oxler Private Wealth’s ExxonMobil XOM Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-1,000	Closed	-$87.3K	–	338
2022 Q3	$87.3K	Hold	1,000	–	–	0.05%	152
2022 Q2	$85.6K	Buy	+1,000	New	+$90.2K	0.04%	133

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Oxler Private Wealth's XOM Position: Q4 2022 in Review

Oxler Private Wealth sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 1,000 shares — an estimated $87.3K sold.

Oxler Private Wealth first reported a position in XOM in Q2 2022 and held it in 2 quarters. The position peaked at $87.3K in Q3 2022. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Oxler Private Wealth reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,000 ExxonMobil shares in Q4 2022, an estimated $87.3K.
Oxler Private Wealth first reported a position in ExxonMobil in Q2 2022 and held it in 2 quarters.
Oxler Private Wealth's ExxonMobil position peaked at $87.3K in Q3 2022.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.