TPB Wealth Advisors’s ExxonMobil XOM Stock Holding History

TPB 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 Q1	$247K	Buy	2,253 +47	+2%	+$5.2K	0.13%	36
2022 Q4	$339K	Buy	+2,206	New	+$236K	0.17%	38

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

TPB Wealth Advisors's XOM Position: Q1 2023 in Review

TPB Wealth Advisors increased its ExxonMobil (XOM) stake by 2.1% in Q1 2023, buying an estimated $5.2K and bringing the position to 2,253 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #36.

TPB Wealth Advisors first reported a position in XOM in Q4 2022 and has held it in 2 quarters since. The position peaked at $339K in Q4 2022. 3,515 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

TPB Wealth Advisors held 2,253 shares of ExxonMobil worth $247K as of Q1 2023.
TPB Wealth Advisors bought 47 ExxonMobil shares in Q1 2023, an estimated $5.2K.
ExxonMobil made up 0.13% of TPB Wealth Advisors's portfolio in Q1 2023, its #36 holding.
TPB Wealth Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 2 quarters since.
TPB Wealth Advisors's ExxonMobil position peaked at $339K in Q4 2022.
3,515 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.