Surience Private Wealth’s ExxonMobil XOM Stock Holding History

Surience Private Wealth’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 Q1	–	Sell	-29,305	Closed	-$3.23M	–	28
2022 Q4	$3.23M	Sell	29,305 -8,575	-23%	-$919K	4.29%	9
2022 Q3	$3.31M	Buy	+37,880	New	+$3.46M	8.5%	6

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

Surience Private Wealth's XOM Position: Q1 2023 in Review

Surience Private Wealth sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 29,305 shares — an estimated $3.23M sold.

Surience Private Wealth first reported a position in XOM in Q3 2022 and held it in 2 quarters. The position peaked at $3.31M in Q3 2022. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Surience Private Wealth reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
Surience Private Wealth sold 29,305 ExxonMobil shares in Q1 2023, an estimated $3.23M.
Surience Private Wealth first reported a position in ExxonMobil in Q3 2022 and held it in 2 quarters.
Surience Private Wealth's ExxonMobil position peaked at $3.31M in Q3 2022.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Surience Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.