ShoreHaven Wealth Partners’s ExxonMobil XOM Stock Holding History

ShoreHaven Wealth Partners’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
2021 Q2	–	Sell	-101	Closed	-$6K	–	259
2021 Q1	$6K	Buy	+101	New	+$5.29K	﹤0.01%	220

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 $3.38T AUM 44.17% 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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ShoreHaven Wealth Partners's XOM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of ExxonMobil (XOM) in Q2 2021, closing a stake of 101 shares — an estimated $6K sold.

ShoreHaven Wealth Partners first reported a position in XOM in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 2,750 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining ExxonMobil position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 101 ExxonMobil shares in Q2 2021, an estimated $6K.
ShoreHaven Wealth Partners first reported a position in ExxonMobil in Q1 2021 and held it in 1 quarter.
ShoreHaven Wealth Partners's ExxonMobil position peaked at $6K in Q1 2021.
2,750 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.