Personal Wealth Partners’s ExxonMobil XOM Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-548	Closed	-$35K	–	412
2021 Q2	$35K	Buy	+548	New	+$32.7K	0.01%	173
2020 Q1	–	Sell	-2,213	Closed	-$154K	–	643
2019 Q4	$154K	Hold	2,213	–	–	0.07%	81
2019 Q3	$156K	Sell	2,213 -40	-2%	-$2.89K	0.07%	77
2019 Q2	$173K	Buy	+2,253	New	+$174K	0.08%	65

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

Norges Bank Oslo, Norway $935B AUM

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

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

Personal Wealth Partners's XOM Position: Q3 2021 in Review

Personal Wealth Partners sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 548 shares — an estimated $35K sold.

Personal Wealth Partners first reported a position in XOM in Q2 2019 and held it in 4 quarters. The position peaked at $173K in Q2 2019. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Personal Wealth Partners reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 548 ExxonMobil shares in Q3 2021, an estimated $35K.
Personal Wealth Partners first reported a position in ExxonMobil in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's ExxonMobil position peaked at $173K in Q2 2019.
2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.