Ten Capital Wealth Advisors’s ExxonMobil XOM Stock Holding History

Ten Capital Wealth Advisors’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	$269K	Buy	2,512 +726	+41%	+$79.2K	0.08%	108
2023 Q1	$196K	Buy	1,786 +242	+16%	+$26.8K	0.06%	108
2022 Q4	$170K	Buy	1,544 +13	+0.8%	+$1.39K	0.07%	93
2022 Q3	$134K	Buy	1,531 +46	+3%	+$4.2K	0.06%	101
2022 Q2	$127K	Sell	1,485 -25	-2%	-$2.25K	0.06%	106
2022 Q1	$125K	Buy	1,510 +59	+4%	+$4.59K	0.05%	105
2021 Q4	$89K	Sell	1,451 -126	-8%	-$7.88K	0.04%	99
2021 Q3	$93K	Sell	1,577 -71	-4%	-$4.05K	0.04%	100
2021 Q2	$104K	Buy	1,648 +28	+2%	+$1.67K	0.02%	146
2021 Q1	$90K	Sell	1,620 -384	-19%	-$20.1K	0.02%	147
2020 Q4	$83K	Buy	+2,004	New	+$75.1K	0.02%	142

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

Ten Capital Wealth Advisors's XOM Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its ExxonMobil (XOM) stake by 41% in Q2 2023, buying an estimated $79.2K and bringing the position to 2,512 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #108.

Ten Capital Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 11 quarters since. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

Ten Capital Wealth Advisors held 2,512 shares of ExxonMobil worth $269K as of Q2 2023.
Ten Capital Wealth Advisors bought 726 ExxonMobil shares in Q2 2023, an estimated $79.2K.
ExxonMobil made up 0.08% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #108 holding.
Ten Capital Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 11 quarters since.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.