Private Wealth Strategies’s ExxonMobil XOM Stock Holding History

Private Wealth Strategies’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
2024 Q2	$264K	Buy	2,296 +22	+1%	+$2.56K	0.05%	67
2024 Q1	$264K	Sell	2,274 -212	-9%	-$22.2K	0.06%	57
2023 Q4	$249K	Buy	2,486 +422	+20%	+$44.4K	0.06%	64
2023 Q3	$243K	Hold	2,064	–	–	0.06%	60
2023 Q2	$221K	Sell	2,064 -1,192	-37%	-$130K	0.05%	66
2023 Q1	$357K	Buy	3,256 +12	+0.4%	+$1.33K	0.09%	57
2022 Q4	$358K	Buy	3,244 +12	+0.4%	+$1.29K	0.1%	58
2022 Q3	$282K	Buy	3,232 +12	+0.4%	+$1.1K	0.08%	61
2022 Q2	$276K	Buy	+3,220	New	+$290K	0.08%	64
2020 Q3	–	Sell	-4,552	Closed	-$204K	–	79
2020 Q2	$204K	Buy	+4,552	New	+$204K	0.09%	61
2020 Q1	–	Sell	-3,470	Closed	-$242K	–	80
2019 Q4	$242K	Buy	+3,470	New	+$240K	0.1%	68

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Private Wealth Strategies's XOM Position: Q2 2024 in Review

Private Wealth Strategies increased its ExxonMobil (XOM) stake by 0.97% in Q2 2024, buying an estimated $2.56K and bringing the position to 2,296 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #67.

Private Wealth Strategies first reported a position in XOM in Q4 2019 and has held it in 11 quarters since. The position peaked at $358K in Q4 2022. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Private Wealth Strategies held 2,296 shares of ExxonMobil worth $264K as of Q2 2024.
Private Wealth Strategies bought 22 ExxonMobil shares in Q2 2024, an estimated $2.56K.
ExxonMobil made up 0.05% of Private Wealth Strategies's portfolio in Q2 2024, its #67 holding.
Private Wealth Strategies first reported a position in ExxonMobil in Q4 2019 and has held it in 11 quarters since.
Private Wealth Strategies's ExxonMobil position peaked at $358K in Q4 2022.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.