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Ulrich Consultants & Investment Group’s ExxonMobil XOM Stock Holding History

Ulrich Consultants & Investment Group’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 		$349K Hold
3,250
– – 0.84% 16
2023
Q1 		$356K Hold
3,250
– – 0.74% 15
2022
Q4 		$358K Hold
3,250
– – 0.8% 15
2022
Q3 		$284K Sell
3,250
-23
-0.7% -$2.1K 0.22% 47
2022
Q2 		$280K Buy
+3,273
New +$295K 0.15% 67

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ulrich Consultants & Investment Group's XOM Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its ExxonMobil (XOM) position steady in Q2 2023 at 3,250 shares worth $349K. The position accounts for 0.84% of the portfolio, ranked #16.

Ulrich Consultants & Investment Group first reported a position in XOM in Q2 2022 and has held it in 5 quarters since. The position peaked at $358K in Q4 2022. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

  • Ulrich Consultants & Investment Group held 3,250 shares of ExxonMobil worth $349K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its ExxonMobil share count unchanged in Q2 2023.
  • ExxonMobil made up 0.84% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #16 holding.
  • Ulrich Consultants & Investment Group first reported a position in ExxonMobil in Q2 2022 and has held it in 5 quarters since.
  • Ulrich Consultants & Investment Group's ExxonMobil position peaked at $358K in Q4 2022.
  • 3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.