Price Wealth’s ExxonMobil XOM Stock Holding History

Price 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
2020 Q3	$778K	Sell	22,672 -114	-0.5%	-$4.66K	0.22%	33
2020 Q2	$1.02M	Sell	22,786 -38	-0.2%	-$1.7K	0.3%	30
2020 Q1	$867K	Sell	22,824 -89	-0.4%	-$4.91K	0.31%	32
2019 Q4	$1.6M	Buy	22,913 +163	+0.7%	+$11.3K	0.5%	21
2019 Q3	$1.61M	Hold	22,750	–	–	0.52%	20
2019 Q2	$1.74M	Buy	22,750 +22	+0.1%	+$1.7K	0.56%	18
2019 Q1	$1.84M	Hold	22,728	–	–	0.7%	15
2018 Q4	$1.55M	Hold	22,728	–	–	0.65%	17
2018 Q3	$1.93M	Sell	22,728 -1,340	-6%	-$110K	0.72%	14
2018 Q2	$1.99M	Buy	24,068 +812	+3%	+$64.7K	0.76%	15
2018 Q1	$1.74M	Buy	23,256 +22,260	+2,235%	+$1.78M	1.04%	14
2017 Q4	$83K	Buy	+996	New	+$82.4K	0.05%	40

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Price Wealth's XOM Position: Q3 2020 in Review

Price Wealth reduced its ExxonMobil (XOM) stake by 0.5% in Q3 2020, selling an estimated $4.66K and leaving 22,672 shares worth $778K. The position accounts for 0.22% of the portfolio, ranked #33.

Price Wealth first reported a position in XOM in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2018. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Price Wealth held 22,672 shares of ExxonMobil worth $778K as of Q3 2020.
Price Wealth sold 114 ExxonMobil shares in Q3 2020, an estimated $4.66K.
ExxonMobil made up 0.22% of Price Wealth's portfolio in Q3 2020, its #33 holding.
Price Wealth first reported a position in ExxonMobil in Q4 2017 and has held it in 12 quarters since.
Price Wealth's ExxonMobil position peaked at $1.99M in Q2 2018.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.