Sage Private Wealth Group’s ExxonMobil XOM Stock Holding History

Sage Private 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
2022 Q4	–	Sell	-522	Closed	-$46K	–	187
2022 Q3	$46K	Buy	522 +4	+0.8%	+$365	0.06%	85
2022 Q2	$44K	Buy	518 +5	+1%	+$451	0.06%	86
2022 Q1	$42K	Buy	513 +5	+1%	+$389	0.04%	93
2021 Q4	$31K	Buy	508 +7	+1%	+$437	0.04%	100
2021 Q3	$29K	Buy	501 +8	+2%	+$456	0.04%	103
2021 Q2	$31K	Buy	493 +6	+1%	+$358	0.04%	100
2021 Q1	$27K	Buy	487 +7	+1%	+$367	0.05%	108
2020 Q4	$20K	Buy	+480	New	+$18K	0.06%	105

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sage Private Wealth Group's XOM Position: Q4 2022 in Review

Sage Private Wealth Group sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 522 shares — an estimated $46K sold.

Sage Private Wealth Group first reported a position in XOM in Q4 2020 and held it in 8 quarters. The position peaked at $46K in Q3 2022. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Sage Private Wealth Group reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 522 ExxonMobil shares in Q4 2022, an estimated $46K.
Sage Private Wealth Group first reported a position in ExxonMobil in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's ExxonMobil position peaked at $46K in Q3 2022.
3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.