Baldrige Asset Management’s ExxonMobil XOM Stock Holding History

Baldrige Asset 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
2023 Q1	$85K	Buy	779 +28	+4%	+$3.1K	0.03%	151
2022 Q4	$83K	Sell	751 -19	-2%	-$2.04K	0.04%	150
2022 Q3	$67K	Buy	770 +3	+0.4%	+$274	0.03%	152
2022 Q2	$66K	Buy	767 +2	+0.3%	+$180	0.03%	155
2022 Q1	$63K	Sell	765 -37	-5%	-$2.88K	0.03%	159
2021 Q4	$49K	Buy	802 +4	+0.5%	+$250	0.02%	169
2021 Q3	$47K	Buy	798 +3	+0.4%	+$171	0.02%	168
2021 Q2	$50K	Buy	+795	New	+$47.5K	0.02%	167
2019 Q4	–	Sell	-1,283	Closed	-$91K	–	86
2019 Q3	$91K	Buy	+1,283	New	+$92.8K	0.08%	71

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Baldrige Asset Management's XOM Position: Q1 2023 in Review

Baldrige Asset Management increased its ExxonMobil (XOM) stake by 3.7% in Q1 2023, buying an estimated $3.1K and bringing the position to 779 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #151.

Baldrige Asset Management first reported a position in XOM in Q3 2019 and has held it in 9 quarters since. The position peaked at $91K in Q3 2019. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

Baldrige Asset Management held 779 shares of ExxonMobil worth $85K as of Q1 2023.
Baldrige Asset Management bought 28 ExxonMobil shares in Q1 2023, an estimated $3.1K.
ExxonMobil made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #151 holding.
Baldrige Asset Management first reported a position in ExxonMobil in Q3 2019 and has held it in 9 quarters since.
Baldrige Asset Management's ExxonMobil position peaked at $91K in Q3 2019.
3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.