Wealthstreet Investment Advisors’s ExxonMobil XOM Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-46,100	Closed	-$2.57M	–	334
2021 Q1	$2.57M	Sell	46,100 -370	-0.8%	-$19.4K	0.25%	95
2020 Q4	$1.92M	Sell	46,470 -8,229	-15%	-$309K	0.19%	116
2020 Q3	$1.88M	Sell	54,699 -1,400	-2%	-$57.2K	0.21%	104
2020 Q2	$2.51M	Buy	56,099 +562	+1%	+$25.2K	0.31%	73
2020 Q1	$2.11M	Sell	55,537 -689	-1%	-$38K	0.31%	79
2019 Q4	$3.92M	Sell	56,226 -505	-0.9%	-$34.9K	0.46%	58
2019 Q3	$3.88M	Sell	56,731 -291	-0.5%	-$21K	0.5%	54
2019 Q2	$4.37M	Sell	57,022 -2,127	-4%	-$165K	0.57%	48
2019 Q1	$4.78M	Sell	59,149 -2,080	-3%	-$159K	0.63%	44
2018 Q4	$4.36M	Sell	61,229 -3,408	-5%	-$267K	0.61%	45
2018 Q3	$5.5M	Sell	64,637 -44	-0.1%	-$3.6K	0.68%	42
2018 Q2	$5.35M	Buy	64,681 +1,062	+2%	+$84.6K	0.71%	36
2018 Q1	$4.75M	Sell	63,619 -226	-0.4%	-$18.1K	0.6%	41
2017 Q4	$5.34M	Buy	+63,845	New	+$5.28M	0.65%	35

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wealthstreet Investment Advisors's XOM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ExxonMobil (XOM) in Q2 2021, closing a stake of 46,100 shares — an estimated $2.57M sold.

Wealthstreet Investment Advisors first reported a position in XOM in Q4 2017 and held it in 14 quarters. The position peaked at $5.5M in Q3 2018. 2,749 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining ExxonMobil position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 46,100 ExxonMobil shares in Q2 2021, an estimated $2.57M.
Wealthstreet Investment Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's ExxonMobil position peaked at $5.5M in Q3 2018.
2,749 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.