Pinnacle Private Wealth’s ExxonMobil XOM Stock Holding History

Pinnacle 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 Q2	$2.55M	Buy	29,732 +24	+0.1%	+$2.17K	1%	17
2022 Q1	$2.45M	Buy	29,708 +1,312	+5%	+$102K	0.76%	23
2021 Q4	$1.74M	Buy	+28,396	New	+$1.77M	0.54%	40

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

Pinnacle Private Wealth's XOM Position: Q2 2022 in Review

Pinnacle Private Wealth increased its ExxonMobil (XOM) stake by 0.08% in Q2 2022, buying an estimated $2.17K and bringing the position to 29,732 shares worth $2.55M. The position accounts for 1% of the portfolio, ranked #17.

Pinnacle Private Wealth first reported a position in XOM in Q4 2021 and has held it in 3 quarters since. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Pinnacle Private Wealth held 29,732 shares of ExxonMobil worth $2.55M as of Q2 2022.
Pinnacle Private Wealth bought 24 ExxonMobil shares in Q2 2022, an estimated $2.17K.
ExxonMobil made up 1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #17 holding.
Pinnacle Private Wealth first reported a position in ExxonMobil in Q4 2021 and has held it in 3 quarters since.
3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.