Wolff Financial Management’s ExxonMobil XOM Stock Holding History

Wolff Financial 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 Q4	–	Sell	-5,170	Closed	-$304K	–	108
2021 Q3	$304K	Buy	+5,170	New	+$295K	0.26%	34
2021 Q1	$290K	Hold	5,187	–	–	0.13%	84
2020 Q4	$214K	Buy	+5,187	New	+$194K	0.11%	84
2020 Q3	–	Sell	-5,782	Closed	-$259K	–	84
2020 Q2	$259K	Sell	5,782 -152	-3%	-$6.82K	0.16%	76
2020 Q1	$225K	Buy	5,934 +310	+6%	+$17.1K	0.17%	76
2019 Q4	$392K	Buy	5,624 +260	+5%	+$18K	0.26%	62
2019 Q3	$379K	Buy	5,364 +1	+0%	+$72	0.28%	60
2019 Q2	$411K	Sell	5,363 -14	-0.3%	-$1.08K	0.32%	54
2019 Q1	$434K	Buy	5,377 +1	+0%	+$76	0.36%	50
2018 Q4	$367K	Buy	+5,376	New	+$422K	0.36%	55

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wolff Financial Management's XOM Position: Q4 2021 in Review

Wolff Financial Management sold out of ExxonMobil (XOM) in Q4 2021, closing a stake of 5,170 shares — an estimated $304K sold.

Wolff Financial Management first reported a position in XOM in Q4 2018 and held it in 10 quarters. The position peaked at $434K in Q1 2019. 3,005 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Wolff Financial Management reported no remaining ExxonMobil position as of Q4 2021 after selling out during the quarter.
Wolff Financial Management sold 5,170 ExxonMobil shares in Q4 2021, an estimated $304K.
Wolff Financial Management first reported a position in ExxonMobil in Q4 2018 and held it in 10 quarters.
Wolff Financial Management's ExxonMobil position peaked at $434K in Q1 2019.
3,005 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Wolff Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.