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YorkBridge Wealth Partners’s ExxonMobil XOM Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$6.38M Sell
57,812
-84
-0.1% -$9K 1.62% 12
2022
Q3 		$5.05M Buy
57,896
+1
+0% +$91 1.3% 17
2022
Q2 		$4.96M Sell
57,895
-56
-0.1% -$5.05K 1.3% 15
2022
Q1 		$4.79M Buy
57,951
+16
+0% +$1.24K 1.05% 21
2021
Q4 		$3.54M Sell
57,935
-87
-0.1% -$5.44K 0.79% 33
2021
Q3 		$3.41M Buy
58,022
+1,969
+4% +$112K 0.86% 32
2021
Q2 		$3.54M Sell
56,053
-532
-0.9% -$31.8K 0.92% 28
2021
Q1 		$3.16M Buy
56,585
+35,830
+173% +$1.88M 0.93% 29
2020
Q4 		$856K Sell
20,755
-3,153
-13% -$118K 0.29% 74
2020
Q3 		$821K Sell
23,908
-1,140
-5% -$46.6K 0.34% 67
2020
Q2 		$1.12M Sell
25,048
-1,054
-4% -$47.3K 0.51% 58
2020
Q1 		$991K Sell
26,102
-2,402
-8% -$133K 0.61% 53
2019
Q4 		$1.99M Sell
28,504
-1,450
-5% -$100K 0.91% 32
2019
Q3 		$2.12M Sell
29,954
-1,018
-3% -$73.6K 1.07% 23
2019
Q2 		$2.37M Sell
30,972
-22
-0.1% -$1.7K 1.05% 20
2019
Q1 		$2.5M Sell
30,994
-254
-0.8% -$19.4K 1.15% 18
2018
Q4 		$2.13M Sell
31,248
-329
-1% -$25.8K 1.13% 16
2018
Q3 		$2.71M Sell
31,577
-157
-0.5% -$12.8K 1.24% 13
2018
Q2 		$2.63M Buy
31,734
+188
+0.6% +$15K 1.15% 18
2018
Q1 		$2.44M Buy
31,546
+440
+1% +$35.2K 1.12% 19
2017
Q4 		$2.48M Buy
31,106
+1,819
+6% +$150K 1.2% 16
2017
Q3 		$2.4M Sell
29,287
-5,694
-16% -$452K 1.25% 15
2017
Q2 		$2.87M Sell
34,981
-2,091
-6% -$171K 1.53% 11
2017
Q1 		$3.04M Buy
37,072
+1,170
+3% +$97.7K 1.59% 10
2016
Q4 		$3.13M Buy
+35,902
New +$3.14M 1.85% 7

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's XOM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its ExxonMobil (XOM) stake by 0.15% in Q4 2022, selling an estimated $9K and leaving 57,812 shares worth $6.38M. The position accounts for 1.62% of the portfolio, ranked #12.

YorkBridge Wealth Partners first reported a position in XOM in Q4 2016 and has held it in 25 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • YorkBridge Wealth Partners held 57,812 shares of ExxonMobil worth $6.38M as of Q4 2022.
  • YorkBridge Wealth Partners sold 84 ExxonMobil shares in Q4 2022, an estimated $9K.
  • ExxonMobil made up 1.62% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #12 holding.
  • YorkBridge Wealth Partners first reported a position in ExxonMobil in Q4 2016 and has held it in 25 quarters since.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.