Cardan Capital Partners’s ExxonMobil XOM Stock Holding History

Cardan Capital 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
2021 Q3	$1.12M	Sell	18,969 -324	-2%	-$18.5K	0.13%	121
2021 Q2	$1.22M	Sell	19,293 -3,057	-14%	-$183K	0.14%	123
2021 Q1	$1.25M	Sell	22,350 -105	-0.5%	-$5.5K	0.15%	117
2020 Q4	$926K	Sell	22,455 -38	-0.2%	-$1.43K	0.11%	112
2020 Q3	$772K	Buy	22,493 +72	+0.3%	+$2.94K	0.1%	130
2020 Q2	$1M	Buy	22,421 +2,808	+14%	+$126K	0.14%	117
2020 Q1	$745K	Buy	19,613 +3,277	+20%	+$181K	0.12%	111
2019 Q4	$1.14M	Buy	16,336 +11	+0.1%	+$761	0.15%	105
2019 Q3	$1.15M	Sell	16,325 -84	-0.5%	-$6.07K	0.17%	101
2019 Q2	$1.26M	Buy	16,409 +4,495	+38%	+$348K	0.19%	92
2019 Q1	$963K	Sell	11,914 -228	-2%	-$17.4K	0.16%	104
2018 Q4	$828K	Sell	12,142 -903	-7%	-$70.8K	0.15%	96
2018 Q3	$1.11M	Sell	13,045 -75	-0.6%	-$6.13K	0.17%	90
2018 Q2	$1.08M	Hold	13,120	–	–	0.18%	87
2018 Q1	$979K	Buy	+13,120	New	+$1.05M	0.16%	86

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cardan Capital Partners's XOM Position: Q3 2021 in Review

Cardan Capital Partners reduced its ExxonMobil (XOM) stake by 1.7% in Q3 2021, selling an estimated $18.5K and leaving 18,969 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #121.

Cardan Capital Partners first reported a position in XOM in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2019. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Cardan Capital Partners held 18,969 shares of ExxonMobil worth $1.12M as of Q3 2021.
Cardan Capital Partners sold 324 ExxonMobil shares in Q3 2021, an estimated $18.5K.
ExxonMobil made up 0.13% of Cardan Capital Partners's portfolio in Q3 2021, its #121 holding.
Cardan Capital Partners first reported a position in ExxonMobil in Q1 2018 and has held it in 15 quarters since.
Cardan Capital Partners's ExxonMobil position peaked at $1.26M in Q2 2019.
2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.