Tru Independence Asset Management 2’s ExxonMobil XOM Stock Holding History

Tru Independence Asset Management 2’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	$576K	Buy	+5,253	New	+$581K	0.58%	36
2022 Q3	$443K	Sell	5,071 -42	-0.8%	-$3.83K	0.47%	37
2022 Q2	$438K	Buy	5,113 +47	+0.9%	+$4.24K	0.36%	39
2022 Q1	$418K	Sell	5,066 -12,413	-71%	-$965K	0.24%	53
2021 Q4	$1.07M	Buy	17,479 +12,172	+229%	+$761K	0.57%	38
2021 Q3	$312K	Sell	5,307 -711	-12%	-$40.5K	0.22%	78
2021 Q2	$380K	Buy	6,018 +1,031	+21%	+$61.6K	0.26%	81
2021 Q1	$278K	Sell	4,987 -341	-6%	-$17.9K	0.22%	86
2020 Q4	$220K	Buy	+5,328	New	+$200K	0.19%	91

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

Tru Independence Asset Management 2's XOM Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in ExxonMobil (XOM) in Q1 2023: 5,253 shares worth $576K. The stake represents 0.58% of the portfolio and ranks #36 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in XOM as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in XOM in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2021. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Tru Independence Asset Management 2 held 5,253 shares of ExxonMobil worth $576K as of Q1 2023.
ExxonMobil was a new Tru Independence Asset Management 2 position in Q1 2023.
ExxonMobil made up 0.58% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #36 holding.
Tru Independence Asset Management 2 first reported a position in ExxonMobil in Q4 2020 and has held it in 9 quarters since.
Tru Independence Asset Management 2's ExxonMobil position peaked at $1.07M in Q4 2021.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.