WealthTrust Asset Management’s ExxonMobil XOM Stock Holding History

WealthTrust Asset Management’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	–	Sell	-9,869	Closed	-$1.08M	–	84
2023 Q1	$1.08M	Sell	9,869 -6,949	-41%	-$769K	1.03%	27
2022 Q4	$1.86M	Sell	16,818 -663	-4%	-$71K	1.79%	16
2022 Q3	$1.53M	Buy	+17,481	New	+$1.6M	1.61%	22

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

WealthTrust Asset Management's XOM Position: Q2 2023 in Review

WealthTrust Asset Management sold out of ExxonMobil (XOM) in Q2 2023, closing a stake of 9,869 shares — an estimated $1.08M sold.

WealthTrust Asset Management first reported a position in XOM in Q3 2022 and held it in 3 quarters. The position peaked at $1.86M in Q4 2022. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

WealthTrust Asset Management reported no remaining ExxonMobil position as of Q2 2023 after selling out during the quarter.
WealthTrust Asset Management sold 9,869 ExxonMobil shares in Q2 2023, an estimated $1.08M.
WealthTrust Asset Management first reported a position in ExxonMobil in Q3 2022 and held it in 3 quarters.
WealthTrust Asset Management's ExxonMobil position peaked at $1.86M in Q4 2022.
3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on WealthTrust Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.