TRUADVICE’s ExxonMobil XOM Stock Holding History

TRUADVICE’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 Q3	$1.62M	Sell	15,643 -1,584	-9%	-$174K	0.64%	42
2023 Q2	$1.9M	Buy	17,227 +13	+0.1%	+$1.42K	0.7%	38
2023 Q1	$2.04M	Buy	17,214 +5,456	+46%	+$603K	0.81%	28
2022 Q4	$1.33M	Buy	11,758 +21	+0.2%	+$2.25K	0.7%	36
2022 Q3	$1.31M	Buy	11,737 +559	+5%	+$51K	0.74%	30
2022 Q2	$975K	Buy	+11,178	New	+$1.01M	0.52%	40
2021 Q3	–	Sell	-12,028	Closed	-$696K	–	295
2021 Q2	$696K	Buy	12,028 +2,058	+21%	+$123K	0.15%	132
2021 Q1	$588K	Buy	9,970 +1,636	+20%	+$85.8K	0.17%	110
2020 Q4	$378K	Buy	8,334 +2,145	+35%	+$80.4K	0.12%	169
2020 Q3	$207K	Buy	+6,189	New	+$253K	0.08%	195

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

TRUADVICE's XOM Position: Q3 2023 in Review

TRUADVICE reduced its ExxonMobil (XOM) stake by 9.2% in Q3 2023, selling an estimated $174K and leaving 15,643 shares worth $1.62M. The position accounts for 0.64% of the portfolio, ranked #42.

TRUADVICE first reported a position in XOM in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2023. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

TRUADVICE held 15,643 shares of ExxonMobil worth $1.62M as of Q3 2023.
TRUADVICE sold 1,584 ExxonMobil shares in Q3 2023, an estimated $174K.
ExxonMobil made up 0.64% of TRUADVICE's portfolio in Q3 2023, its #42 holding.
TRUADVICE first reported a position in ExxonMobil in Q3 2020 and has held it in 10 quarters since.
TRUADVICE's ExxonMobil position peaked at $2.04M in Q1 2023.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.