WealthBridge Investment Counsel’s ExxonMobil XOM Stock Holding History

WealthBridge Investment Counsel’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 Q1	–	Sell	-8,100	Closed	-$893K	–	50
2022 Q4	$893K	Buy	+8,100	New	+$868K	0.39%	41

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthBridge Investment Counsel's XOM Position: Q1 2023 in Review

WealthBridge Investment Counsel sold out of ExxonMobil (XOM) in Q1 2023, closing a stake of 8,100 shares — an estimated $893K sold.

WealthBridge Investment Counsel first reported a position in XOM in Q4 2022 and held it in 1 quarter. The position peaked at $893K in Q4 2022. 3,515 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

WealthBridge Investment Counsel reported no remaining ExxonMobil position as of Q1 2023 after selling out during the quarter.
WealthBridge Investment Counsel sold 8,100 ExxonMobil shares in Q1 2023, an estimated $893K.
WealthBridge Investment Counsel first reported a position in ExxonMobil in Q4 2022 and held it in 1 quarter.
WealthBridge Investment Counsel's ExxonMobil position peaked at $893K in Q4 2022.
3,515 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on WealthBridge Investment Counsel's 13F filing for Q1 2023, filed 19 Apr 2023.