Wechter Feldman Wealth Management’s ExxonMobil XOM Stock Holding History

Wechter Feldman Wealth 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
2021 Q2	$224K	Buy	+3,544	New	+$212K	0.16%	23
2020 Q3	–	Sell	-4,964	Closed	-$222K	–	25
2020 Q2	$222K	Buy	+4,964	New	+$223K	0.2%	24
2020 Q1	–	Sell	-5,812	Closed	-$406K	–	29
2019 Q4	$406K	Sell	5,812 -1,158	-17%	-$80.1K	0.27%	23
2019 Q3	$492K	Sell	6,970 -447	-6%	-$32.3K	0.31%	23
2019 Q2	$568K	Sell	7,417 -788	-10%	-$61K	0.38%	23
2019 Q1	$663K	Hold	8,205	–	–	0.43%	22
2018 Q4	$559K	Sell	8,205 -501	-6%	-$39.3K	0.54%	21
2018 Q3	$740K	Hold	8,706	–	–	0.45%	24
2018 Q2	$720K	Buy	8,706 +1	+0%	+$80	0.5%	21
2018 Q1	$649K	Sell	8,705 -412	-5%	-$32.9K	0.46%	20
2017 Q4	$763K	Sell	9,117 -389	-4%	-$32.2K	0.53%	18
2017 Q3	$779K	Hold	9,506	–	–	0.6%	14
2017 Q2	$767K	Sell	9,506 -411	-4%	-$33.6K	0.61%	13
2017 Q1	$813K	Buy	9,917 +823	+9%	+$68.8K	0.56%	17
2016 Q4	$821K	Buy	+9,094	New	+$795K	0.54%	20

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wechter Feldman Wealth Management's XOM Position: Q2 2021 in Review

Wechter Feldman Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2021: 3,544 shares worth $224K. The stake represents 0.16% of the portfolio and ranks #23 among its holdings. This is a return to the name: Wechter Feldman Wealth Management previously reported a position in XOM as recently as Q2 2020.

Wechter Feldman Wealth Management first reported a position in XOM in Q4 2016 and has held it in 15 quarters since. The position peaked at $821K in Q4 2016. 2,748 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Wechter Feldman Wealth Management held 3,544 shares of ExxonMobil worth $224K as of Q2 2021.
ExxonMobil was a new Wechter Feldman Wealth Management position in Q2 2021.
ExxonMobil made up 0.16% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #23 holding.
Wechter Feldman Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 15 quarters since.
Wechter Feldman Wealth Management's ExxonMobil position peaked at $821K in Q4 2016.
2,748 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.