WEPOG
XOM icon

Wealth Enhancement & Preservation of GA’s ExxonMobil XOM Stock Holding History

Wealth Enhancement & Preservation of GA’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 		$859K Buy
8,010
+747
+10% +$81.5K 0.82% 16
2023
Q1 		$796K Buy
7,263
+1,201
+20% +$133K 0.95% 18
2022
Q4 		$669K Buy
+6,062
New +$650K 1.09% 19

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XOM Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its ExxonMobil (XOM) stake by 10% in Q2 2023, buying an estimated $81.5K and bringing the position to 8,010 shares worth $859K. The position accounts for 0.82% of the portfolio, ranked #16.

Wealth Enhancement & Preservation of GA first reported a position in XOM in Q4 2022 and has held it in 3 quarters since. 3,530 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 8,010 shares of ExxonMobil worth $859K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 747 ExxonMobil shares in Q2 2023, an estimated $81.5K.
  • ExxonMobil made up 0.82% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #16 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in ExxonMobil in Q4 2022 and has held it in 3 quarters since.
  • 3,530 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.