Rockwood Wealth Management’s ExxonMobil XOM Stock Holding History

Rockwood Wealth Management’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	-7,733	Closed	-$473K	–	125
2021 Q4	$473K	Buy	+7,733	New	+$483K	0.21%	56

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

Rockwood Wealth Management's XOM Position: Q1 2022 in Review

Rockwood Wealth Management sold out of ExxonMobil (XOM) in Q1 2022, closing a stake of 7,733 shares — an estimated $473K sold.

Rockwood Wealth Management first reported a position in XOM in Q4 2021 and held it in 1 quarter. The position peaked at $473K in Q4 2021. 3,194 funds tracked by Wall St. Rank hold XOM as of Q1 2022.

Rockwood Wealth Management reported no remaining ExxonMobil position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 7,733 ExxonMobil shares in Q1 2022, an estimated $473K.
Rockwood Wealth Management first reported a position in ExxonMobil in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's ExxonMobil position peaked at $473K in Q4 2021.
3,194 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.