Wealth Management Solutions’s ExxonMobil XOM Stock Holding History

Wealth Management Solutions’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	$1.02M	Sell	8,642 -96	-1%	-$10.5K	0.7%	16
2023 Q2	$937K	Sell	8,738 -2,062	-19%	-$225K	0.61%	18
2023 Q1	$1.18M	Buy	10,800 +1,629	+18%	+$180K	0.68%	19
2022 Q4	$1.01M	Sell	9,171 -273	-3%	-$29.3K	0.53%	22
2022 Q3	$825K	Sell	9,444 -25	-0.3%	-$2.28K	0.48%	24
2022 Q2	$811K	Sell	9,469 -1,573	-14%	-$142K	0.46%	29
2022 Q1	$912K	Sell	11,042 -5	-0%	-$389	0.47%	34
2021 Q4	$676K	Buy	+11,047	New	+$690K	0.35%	49

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

Wealth Management Solutions's XOM Position: Q3 2023 in Review

Wealth Management Solutions reduced its ExxonMobil (XOM) stake by 1.1% in Q3 2023, selling an estimated $10.5K and leaving 8,642 shares worth $1.02M. The position accounts for 0.7% of the portfolio, ranked #16.

Wealth Management Solutions first reported a position in XOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2023. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Wealth Management Solutions held 8,642 shares of ExxonMobil worth $1.02M as of Q3 2023.
Wealth Management Solutions sold 96 ExxonMobil shares in Q3 2023, an estimated $10.5K.
ExxonMobil made up 0.7% of Wealth Management Solutions's portfolio in Q3 2023, its #16 holding.
Wealth Management Solutions first reported a position in ExxonMobil in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's ExxonMobil position peaked at $1.18M in Q1 2023.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.