Transparent Wealth Partners’s ExxonMobil XOM Stock Holding History

Transparent Wealth Partners’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	$1.18M	Buy	10,765 +7,304	+211%	+$808K	0.86%	14
2022 Q4	$382K	Buy	3,461 +33	+1%	+$3.54K	0.3%	23
2022 Q3	$299K	Buy	3,428 +32	+0.9%	+$2.92K	0.25%	23
2022 Q2	$291K	Buy	+3,396	New	+$306K	0.26%	24

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

Transparent Wealth Partners's XOM Position: Q1 2023 in Review

Transparent Wealth Partners increased its ExxonMobil (XOM) stake by 211% in Q1 2023, buying an estimated $808K and bringing the position to 10,765 shares worth $1.18M. The position accounts for 0.86% of the portfolio, ranked #14.

Transparent Wealth Partners first reported a position in XOM in Q2 2022 and has held it in 4 quarters since. 3,515 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Transparent Wealth Partners held 10,765 shares of ExxonMobil worth $1.18M as of Q1 2023.
Transparent Wealth Partners bought 7,304 ExxonMobil shares in Q1 2023, an estimated $808K.
ExxonMobil made up 0.86% of Transparent Wealth Partners's portfolio in Q1 2023, its #14 holding.
Transparent Wealth Partners first reported a position in ExxonMobil in Q2 2022 and has held it in 4 quarters since.
3,515 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.