WealthStone’s ExxonMobil XOM Stock Holding History

WealthStone’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
2021 Q1	$539K	Buy	9,665 +2,531	+35%	+$133K	0.19%	84
2020 Q4	$294K	Buy	+7,134	New	+$267K	0.1%	139
2020 Q3	–	Sell	-9,226	Closed	-$413K	–	251
2020 Q2	$413K	Buy	+9,226	New	+$414K	0.2%	77
2019 Q3	–	Sell	-1,027	Closed	-$78.7K	–	616
2019 Q2	$78.7K	Buy	+1,027	New	+$79.5K	0.04%	162

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's XOM Position: Q1 2021 in Review

WealthStone increased its ExxonMobil (XOM) stake by 35% in Q1 2021, buying an estimated $133K and bringing the position to 9,665 shares worth $539K. The position accounts for 0.19% of the portfolio, ranked #84.

WealthStone first reported a position in XOM in Q2 2019 and has held it in 4 quarters since. 2,698 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

WealthStone held 9,665 shares of ExxonMobil worth $539K as of Q1 2021.
WealthStone bought 2,531 ExxonMobil shares in Q1 2021, an estimated $133K.
ExxonMobil made up 0.19% of WealthStone's portfolio in Q1 2021, its #84 holding.
WealthStone first reported a position in ExxonMobil in Q2 2019 and has held it in 4 quarters since.
2,698 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.