Piershale Financial Group’s ExxonMobil XOM Stock Holding History

Piershale Financial Group’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 Q2	$45K	Sell	420 -46	-10%	-$5.02K	0.03%	44
2023 Q1	$51.1K	Buy	466 +3	+0.6%	+$332	0.04%	35
2022 Q4	$51.1K	Buy	+463	New	+$49.6K	0.04%	32
2016 Q4	–	Sell	-1,301	Closed	-$114K	–	142
2016 Q3	$114K	Hold	1,301	–	–	0.09%	20
2016 Q2	$122K	Hold	1,301	–	–	0.09%	18
2016 Q1	$109K	Sell	1,301 -75	-5%	-$6.01K	0.06%	19
2015 Q4	$107K	Buy	1,376 +76	+6%	+$6.08K	0.07%	23
2015 Q3	$97K	Sell	1,300 -499	-28%	-$38.4K	0.07%	18
2015 Q2	$150K	Buy	1,799 +497	+38%	+$42.7K	0.11%	21
2015 Q1	$111K	Sell	1,302 -4	-0.3%	-$355	0.09%	20
2014 Q4	$121K	Buy	1,306 +1	+0.1%	+$93	0.08%	31
2014 Q3	$123K	Hold	1,305	–	–	0.1%	33
2014 Q2	$131K	Buy	1,305 +8	+0.6%	+$807	0.11%	33
2014 Q1	$127K	Buy	1,297 +47	+4%	+$4.48K	0.15%	34
2013 Q4	$127K	Hold	1,250	–	–	0.18%	25
2013 Q3	$108K	Hold	1,250	–	–	0.1%	32
2013 Q2	$113K	Buy	+1,250	New	+$112K	0.22%	24

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

Piershale Financial Group's XOM Position: Q2 2023 in Review

Piershale Financial Group reduced its ExxonMobil (XOM) stake by 9.9% in Q2 2023, selling an estimated $5.02K and leaving 420 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #44.

Piershale Financial Group first reported a position in XOM in Q2 2013 and has held it in 17 quarters since. The position peaked at $150K in Q2 2015. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Piershale Financial Group held 420 shares of ExxonMobil worth $45K as of Q2 2023.
Piershale Financial Group sold 46 ExxonMobil shares in Q2 2023, an estimated $5.02K.
ExxonMobil made up 0.03% of Piershale Financial Group's portfolio in Q2 2023, its #44 holding.
Piershale Financial Group first reported a position in ExxonMobil in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's ExxonMobil position peaked at $150K in Q2 2015.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.