Reliant Wealth Planning’s ExxonMobil XOM Stock Holding History

Reliant Wealth Planning’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	–	Sell	-4,245	Closed	-$466K	–	13
2023 Q1	$466K	Buy	+4,245	New	+$470K	0.29%	10

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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Reliant Wealth Planning's XOM Position: Q2 2023 in Review

Reliant Wealth Planning sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 4,245 shares — an estimated $466K sold.

Reliant Wealth Planning first reported a position in XOM in Q1 2023 and held it in 1 quarter. The position peaked at $466K in Q1 2023. 3,531 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Reliant Wealth Planning reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
Reliant Wealth Planning sold 4,245 ExxonMobil shares in Q2 2023, an estimated $466K.
Reliant Wealth Planning first reported a position in ExxonMobil in Q1 2023 and held it in 1 quarter.
Reliant Wealth Planning's ExxonMobil position peaked at $466K in Q1 2023.
3,531 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Reliant Wealth Planning's 13F filing for Q2 2023, filed 7 Jul 2023.