RGT Wealth Advisors’s ExxonMobil XOM Stock Holding History

RGT Wealth Advisors’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
2022 Q1	–	Sell	-430	Closed	-$26K	–	337
2021 Q4	$26K	Buy	+430	New	+$26.9K	﹤0.01%	180
2019 Q1	–	Sell	-14,629	Closed	-$998K	–	21
2018 Q4	$998K	Buy	14,629 +1,249	+9%	+$98K	5.93%	5
2018 Q3	$1.14M	Buy	+13,380	New	+$1.09M	3.85%	6
2018 Q2	–	Sell	-36,766	Closed	-$2.74M	–	92
2018 Q1	$2.74M	Buy	36,766 +22,658	+161%	+$1.81M	1.32%	15
2017 Q4	$1.18M	Sell	14,108 -4,302	-23%	-$356K	0.63%	23
2017 Q3	$1.51M	Sell	18,410 -52	-0.3%	-$4.13K	1%	18
2017 Q2	$1.49M	Buy	18,462 +2,268	+14%	+$186K	1.02%	17
2017 Q1	$1.33M	Sell	16,194 -21,596	-57%	-$1.8M	0.9%	16
2016 Q4	$3.41M	Buy	37,790 +218	+0.6%	+$19K	1.92%	12
2016 Q3	$3.28M	Buy	+37,572	New	+$3.33M	2.03%	11

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

RGT Wealth Advisors's XOM Position: Q1 2022 in Review

RGT Wealth Advisors sold out of ExxonMobil (XOM) in Q1 2022, closing a stake of 430 shares — an estimated $26K sold.

RGT Wealth Advisors first reported a position in XOM in Q3 2016 and held it in 10 quarters. The position peaked at $3.41M in Q4 2016. 3,194 funds tracked by Wall St. Rank hold XOM as of Q1 2022.

RGT Wealth Advisors reported no remaining ExxonMobil position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 430 ExxonMobil shares in Q1 2022, an estimated $26K.
RGT Wealth Advisors first reported a position in ExxonMobil in Q3 2016 and held it in 10 quarters.
RGT Wealth Advisors's ExxonMobil position peaked at $3.41M in Q4 2016.
3,194 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.