Stapp Wealth Management’s ExxonMobil XOM Stock Holding History

Stapp 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 Q4	–	Sell	-503	Closed	-$44K	–	114
2022 Q3	$44K	Buy	+503	New	+$45.9K	0.13%	33

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

Stapp Wealth Management's XOM Position: Q4 2022 in Review

Stapp Wealth Management sold out of ExxonMobil (XOM) in Q4 2022, closing a stake of 503 shares — an estimated $44K sold.

Stapp Wealth Management first reported a position in XOM in Q3 2022 and held it in 1 quarter. The position peaked at $44K in Q3 2022. 3,541 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

Stapp Wealth Management reported no remaining ExxonMobil position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 503 ExxonMobil shares in Q4 2022, an estimated $44K.
Stapp Wealth Management first reported a position in ExxonMobil in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's ExxonMobil position peaked at $44K in Q3 2022.
3,541 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.