Resource Planning Group’s ExxonMobil XOM Stock Holding History

Resource Planning 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
2023 Q4	$213K	Buy	2,131 +2	+0.1%	+$210	0.14%	69
2023 Q3	$250K	Buy	2,129 +3	+0.1%	+$329	0.21%	54
2023 Q2	$228K	Sell	2,126 -143	-6%	-$15.6K	0.18%	55
2023 Q1	$249K	Sell	2,269 -579	-20%	-$64K	0.2%	54
2022 Q4	$314K	Sell	2,848 -1,201	-30%	-$129K	0.25%	51
2022 Q3	$353K	Buy	4,049 +409	+11%	+$37.3K	0.31%	51
2022 Q2	$312K	Buy	3,640 +9	+0.2%	+$812	0.26%	55
2022 Q1	$300K	Sell	3,631 -40	-1%	-$3.11K	0.22%	56
2021 Q4	$225K	Sell	3,671 -766	-17%	-$47.9K	0.15%	64
2021 Q3	$261K	Sell	4,437 -30	-0.7%	-$1.71K	0.16%	70
2021 Q2	$282K	Buy	+4,467	New	+$267K	0.16%	63
2020 Q1	–	Sell	-3,988	Closed	-$278K	–	59
2019 Q4	$278K	Sell	3,988 -414	-9%	-$28.6K	0.16%	52
2019 Q3	$311K	Sell	4,402 -74	-2%	-$5.35K	0.18%	50
2019 Q2	$343K	Buy	4,476 +299	+7%	+$23.1K	0.2%	47
2019 Q1	$337K	Buy	4,177 +9	+0.2%	+$686	0.22%	38
2018 Q4	$284K	Buy	4,168 +363	+10%	+$28.5K	0.21%	39
2018 Q3	$312K	Buy	+3,805	New	+$311K	0.24%	31

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Resource Planning Group's XOM Position: Q4 2023 in Review

Resource Planning Group increased its ExxonMobil (XOM) stake by 0.09% in Q4 2023, buying an estimated $210 and bringing the position to 2,131 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #69.

Resource Planning Group first reported a position in XOM in Q3 2018 and has held it in 17 quarters since. The position peaked at $353K in Q3 2022. 3,756 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

Resource Planning Group held 2,131 shares of ExxonMobil worth $213K as of Q4 2023.
Resource Planning Group bought 2 ExxonMobil shares in Q4 2023, an estimated $210.
ExxonMobil made up 0.14% of Resource Planning Group's portfolio in Q4 2023, its #69 holding.
Resource Planning Group first reported a position in ExxonMobil in Q3 2018 and has held it in 17 quarters since.
Resource Planning Group's ExxonMobil position peaked at $353K in Q3 2022.
3,756 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.