Tanglewood Wealth Management’s ExxonMobil XOM Stock Holding History

Tanglewood 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 Q2	–	Sell	-4,028	Closed	-$333K	–	37
2022 Q1	$333K	Hold	4,028	–	–	0.05%	26
2021 Q4	$246K	Hold	4,028	–	–	0.04%	24
2021 Q3	$237K	Hold	4,028	–	–	0.04%	20
2021 Q2	$254K	Hold	4,028	–	–	0.05%	20
2021 Q1	$225K	Buy	+4,028	New	+$211K	0.04%	20
2020 Q1	–	Sell	-4,273	Closed	-$298K	–	25
2019 Q4	$298K	Hold	4,273	–	–	0.06%	17
2019 Q3	$302K	Buy	+4,273	New	+$309K	0.07%	16

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tanglewood Wealth Management's XOM Position: Q2 2022 in Review

Tanglewood Wealth Management sold out of ExxonMobil (XOM) in Q2 2022, closing a stake of 4,028 shares — an estimated $333K sold.

Tanglewood Wealth Management first reported a position in XOM in Q3 2019 and held it in 7 quarters. The position peaked at $333K in Q1 2022. 3,207 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

Tanglewood Wealth Management reported no remaining ExxonMobil position as of Q2 2022 after selling out during the quarter.
Tanglewood Wealth Management sold 4,028 ExxonMobil shares in Q2 2022, an estimated $333K.
Tanglewood Wealth Management first reported a position in ExxonMobil in Q3 2019 and held it in 7 quarters.
Tanglewood Wealth Management's ExxonMobil position peaked at $333K in Q1 2022.
3,207 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Tanglewood Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.