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Marin Bay Wealth Advisors Buys ExxonMobil Stock in Q3

1 report, 1 independent Updated Sun 00:00
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Marin Bay Wealth Advisors LLC purchased 10,737 shares of ExxonMobil stock during the third quarter, a position valued at approximately $1,748,000. This purchase makes ExxonMobil the 24th largest holding in Marin Bay Wealth Advisors LLC’s portfolio. Other institutional investors also modified their stakes in ExxonMobil during the period; for example, Assetmark Inc. lifted its stake by 8.3% in the first quarter, while Charles Schwab Trust Co lifted its stake by 392.9% in the second quarter.

From themarketsdaily.com

Why it matters

Some supportBrind's analysis of the reports

The transaction reflects institutional investment activity in ExxonMobil. The reports indicate that several other funds, including Midwest Trust Co and CV Advisors LLC, also modified their positions in the oil and gas company during the first and second quarters.

From themarketsdaily.com

Who's involved

  • ExxonMobilAmerican multinational oil and gas corporation

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