V Wealth Advisors’s ExxonMobil XOM Stock Holding History

V Wealth Advisors’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 Q1	–	Sell	-200	Closed	-$1K	–	489
2021 Q4	$1K	Buy	+200	New	+$12.5K	﹤0.01%	455
2021 Q2	–	Sell	-400	Closed	-$22K	–	484
2021 Q1	$22K	Buy	+400	New	+$21K	﹤0.01%	422

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

V Wealth Advisors's XOM Position: Q3 2023 in Review

V Wealth Advisors reduced its ExxonMobil (XOM) stake by 74% in Q3 2023, selling an estimated $2.58M and leaving 8,371 shares worth $984K. The position accounts for 0.79% of the portfolio, ranked #27.

V Wealth Advisors first reported a position in XOM in Q1 2016 and has held it in 30 quarters since. The position peaked at $3.52M in Q4 2022. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

V Wealth Advisors held 8,371 shares of ExxonMobil worth $984K as of Q3 2023.
V Wealth Advisors sold 23,486 ExxonMobil shares in Q3 2023, an estimated $2.58M.
ExxonMobil made up 0.79% of V Wealth Advisors's portfolio in Q3 2023, its #27 holding.
V Wealth Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 30 quarters since.
V Wealth Advisors's ExxonMobil position peaked at $3.52M in Q4 2022.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.