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Wipfli Financial Advisors’s ExxonMobil XOM Stock Holding History

Wipfli Financial 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
2022
Q3 		$2.26M Buy
+25,886
New +$2.36M 0.16% 61
2022
Q2 		– Sell
-2,542
Closed -$210K – 103
2022
Q1 		$210K Buy
+2,542
New +$198K 0.02% 94

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's XOM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ExxonMobil (XOM) in Q3 2022: 25,886 shares worth $2.26M. The stake represents 0.16% of the portfolio and ranks #61 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in XOM as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in XOM in Q1 2022 and has held it in 2 quarters since. 3,218 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • Wipfli Financial Advisors held 25,886 shares of ExxonMobil worth $2.26M as of Q3 2022.
  • ExxonMobil was a new Wipfli Financial Advisors position in Q3 2022.
  • ExxonMobil made up 0.16% of Wipfli Financial Advisors's portfolio in Q3 2022, its #61 holding.
  • Wipfli Financial Advisors first reported a position in ExxonMobil in Q1 2022 and has held it in 2 quarters since.
  • 3,218 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.