Regal Wealth Group’s ExxonMobil XOM Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-382	Closed	-$21K	–	249
2021 Q1	$21K	Buy	382 +7	+2%	+$367	0.01%	142
2020 Q4	$15K	Buy	375 +18	+5%	+$675	0.01%	147
2020 Q3	$12K	Buy	357 +6	+2%	+$245	0.01%	141
2020 Q2	$16K	Sell	351 -75	-18%	-$3.36K	0.01%	130
2020 Q1	$16K	Buy	426 +300	+238%	+$16.6K	0.02%	113
2019 Q4	$9K	Hold	126	–	–	0.01%	158
2019 Q3	$9K	Hold	126	–	–	0.01%	134
2019 Q2	$10K	Hold	126	–	–	0.01%	123
2019 Q1	$10K	Hold	126	–	–	0.01%	119
2018 Q4	$9K	Hold	126	–	–	0.01%	119
2018 Q3	$11K	Hold	126	–	–	0.01%	119
2018 Q2	$10K	Hold	126	–	–	0.01%	129
2018 Q1	$9K	Hold	126	–	–	0.01%	131
2017 Q4	$11K	Buy	126 +24	+24%	+$1.99K	0.01%	124
2017 Q3	$8K	Hold	102	–	–	0.01%	124
2017 Q2	$8K	Sell	102 -58	-36%	-$4.75K	0.01%	124
2017 Q1	$13K	Hold	160	–	–	0.01%	113
2016 Q4	$14K	Hold	160	–	–	0.01%	107
2016 Q3	$14K	Hold	160	–	–	0.01%	109
2016 Q2	$15K	Hold	160	–	–	0.01%	105
2016 Q1	$13K	Hold	160	–	–	0.01%	112
2015 Q4	$12K	Buy	+160	New	+$12.8K	0.01%	114

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

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

Norges Bank Oslo, Norway $935B AUM

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

Regal Wealth Group's XOM Position: Q2 2021 in Review

Regal Wealth Group sold out of ExxonMobil (XOM) in Q2 2021, closing a stake of 382 shares — an estimated $21K sold.

Regal Wealth Group first reported a position in XOM in Q4 2015 and held it in 22 quarters. The position peaked at $21K in Q1 2021. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Regal Wealth Group reported no remaining ExxonMobil position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 382 ExxonMobil shares in Q2 2021, an estimated $21K.
Regal Wealth Group first reported a position in ExxonMobil in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's ExxonMobil position peaked at $21K in Q1 2021.
2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.