Arbor Wealth Management (Florida)’s ExxonMobil XOM Stock Holding History

Arbor Wealth Management (Florida)’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	$200K	Sell	3,274 -477	-13%	-$29.8K	0.04%	62
2021 Q3	$221K	Sell	3,751 -194	-5%	-$11.1K	0.05%	46
2021 Q2	$249K	Buy	+3,945	New	+$236K	0.06%	46
2020 Q1	–	Sell	-4,737	Closed	-$331K	–	61
2019 Q4	$331K	Buy	4,737 +603	+15%	+$41.7K	0.14%	52
2019 Q3	$292K	Sell	4,134 -124	-3%	-$8.97K	0.15%	46
2019 Q2	$326K	Sell	4,258 -326	-7%	-$25.2K	0.18%	48
2019 Q1	$370K	Buy	4,584 +1,188	+35%	+$90.6K	0.22%	49
2018 Q4	$232K	Buy	+3,396	New	+$266K	0.2%	45
2018 Q2	–	Sell	-2,992	Closed	-$244K	–	70
2018 Q1	$244K	Sell	2,992 -18	-0.6%	-$1.44K	0.21%	54
2017 Q4	$251K	Buy	+3,010	New	+$249K	0.19%	61
2016 Q2	–	Sell	-3,909	Closed	-$350K	–	71
2016 Q1	$350K	Sell	3,909 -139	-3%	-$11.1K	0.36%	57
2015 Q4	$322K	Buy	+4,048	New	+$324K	0.35%	64

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arbor Wealth Management (Florida)'s XOM Position: Q4 2021 in Review

Arbor Wealth Management (Florida) reduced its ExxonMobil (XOM) stake by 13% in Q4 2021, selling an estimated $29.8K and leaving 3,274 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #62.

Arbor Wealth Management (Florida) first reported a position in XOM in Q4 2015 and has held it in 12 quarters since. The position peaked at $370K in Q1 2019. 3,007 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

Arbor Wealth Management (Florida) held 3,274 shares of ExxonMobil worth $200K as of Q4 2021.
Arbor Wealth Management (Florida) sold 477 ExxonMobil shares in Q4 2021, an estimated $29.8K.
ExxonMobil made up 0.04% of Arbor Wealth Management (Florida)'s portfolio in Q4 2021, its #62 holding.
Arbor Wealth Management (Florida) first reported a position in ExxonMobil in Q4 2015 and has held it in 12 quarters since.
Arbor Wealth Management (Florida)'s ExxonMobil position peaked at $370K in Q1 2019.
3,007 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2021, filed 25 Jan 2022.