Strategic Wealth Management Group’s ExxonMobil XOM Stock Holding History

Strategic Wealth Management 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
2021 Q2	$1.05M	Sell	16,694 -2,753	-14%	-$164K	0.38%	36
2021 Q1	$1.09M	Sell	19,447 -1,258	-6%	-$66K	0.42%	31
2020 Q4	$853K	Buy	20,705 +2,759	+15%	+$103K	0.37%	35
2020 Q3	$616K	Buy	17,946 +4,038	+29%	+$165K	0.3%	48
2020 Q2	$622K	Sell	13,908 -18	-0.1%	-$807	0.37%	40
2020 Q1	$529K	Sell	13,926 -1,329	-9%	-$73.4K	0.39%	34
2019 Q4	$1.06M	Buy	15,255 +417	+3%	+$28.8K	0.69%	26
2019 Q3	$1.05M	Buy	14,838 +252	+2%	+$18.2K	0.75%	25
2019 Q2	$1.12M	Sell	14,586 -729	-5%	-$56.4K	0.85%	23
2019 Q1	$1.24M	Sell	15,315 -1,658	-10%	-$126K	1.01%	18
2018 Q4	$1.16M	Buy	+16,973	New	+$1.33M	1.11%	15

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 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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Strategic Wealth Management Group's XOM Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its ExxonMobil (XOM) stake by 14% in Q2 2021, selling an estimated $164K and leaving 16,694 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #36.

Strategic Wealth Management Group first reported a position in XOM in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.24M in Q1 2019. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Strategic Wealth Management Group held 16,694 shares of ExxonMobil worth $1.05M as of Q2 2021.
Strategic Wealth Management Group sold 2,753 ExxonMobil shares in Q2 2021, an estimated $164K.
ExxonMobil made up 0.38% of Strategic Wealth Management Group's portfolio in Q2 2021, its #36 holding.
Strategic Wealth Management Group first reported a position in ExxonMobil in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's ExxonMobil position peaked at $1.24M in Q1 2019.
2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.