UWM
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Urban Wealth Management’s ExxonMobil XOM Stock Holding History

Urban Wealth Management’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
2022
Q2 		$20K Buy
+235
New +$21.2K 0.07% 147
2020
Q4 		$433K Buy
+10,517
New +$394K 0.36% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Urban Wealth Management's XOM Position: Q2 2022 in Review

Urban Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2022: 235 shares worth $20K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in XOM as recently as Q4 2020.

Urban Wealth Management first reported a position in XOM in Q4 2020 and has held it in 2 quarters since. The position peaked at $433K in Q4 2020. 3,208 funds tracked by Wall St. Rank hold XOM as of Q2 2022.

  • Urban Wealth Management held 235 shares of ExxonMobil worth $20K as of Q2 2022.
  • ExxonMobil was a new Urban Wealth Management position in Q2 2022.
  • ExxonMobil made up 0.07% of Urban Wealth Management's portfolio in Q2 2022, its #147 holding.
  • Urban Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's ExxonMobil position peaked at $433K in Q4 2020.
  • 3,208 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.