Silicon Hills Wealth Management’s ExxonMobil XOM Stock Holding History

Silicon Hills 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
2023 Q2	$641K	Sell	5,974 -2	-0%	-$218	0.36%	44
2023 Q1	$655K	Buy	5,976 +2	+0%	+$221	0.39%	43
2022 Q4	$659K	Buy	5,974 +528	+10%	+$56.6K	0.49%	47
2022 Q3	$475K	Sell	5,446 -302	-5%	-$27.6K	0.38%	57
2022 Q2	$492K	Sell	5,748 -2,910	-34%	-$262K	0.36%	56
2022 Q1	$715K	Sell	8,658 -106	-1%	-$8.24K	0.46%	52
2021 Q4	$536K	Sell	8,764 -2,365	-21%	-$148K	0.33%	71
2021 Q3	$655K	Buy	11,129 +1,122	+11%	+$63.9K	0.45%	62
2021 Q2	$631K	Buy	10,007 +32	+0.3%	+$1.91K	0.49%	54
2021 Q1	$557K	Hold	9,975	–	–	0.5%	55
2020 Q4	$411K	Hold	9,975	–	–	0.37%	58
2020 Q3	$342K	Sell	9,975 -134	-1%	-$5.48K	0.35%	62
2020 Q2	$452K	Sell	10,109 -385	-4%	-$17.3K	0.54%	52
2020 Q1	$398K	Buy	10,494 +10,482	+87,350%	+$579K	0.53%	53
2019 Q4	$1.13K	Buy	+12	New	+$830	0.86%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

Silicon Hills Wealth Management's XOM Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its ExxonMobil (XOM) stake by 0.03% in Q2 2023, selling an estimated $218 and leaving 5,974 shares worth $641K. The position accounts for 0.36% of the portfolio, ranked #44.

Silicon Hills Wealth Management first reported a position in XOM in Q4 2019 and has held it in 15 quarters since. The position peaked at $715K in Q1 2022. 3,528 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Silicon Hills Wealth Management held 5,974 shares of ExxonMobil worth $641K as of Q2 2023.
Silicon Hills Wealth Management sold 2 ExxonMobil shares in Q2 2023, an estimated $218.
ExxonMobil made up 0.36% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #44 holding.
Silicon Hills Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's ExxonMobil position peaked at $715K in Q1 2022.
3,528 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.