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Cornerstone Retirement Group’s ExxonMobil XOM Stock Holding History

Cornerstone Retirement Group’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
Q3 		$255K Buy
2,171
+18
+0.8% +$1.97K 0.07% 28
2023
Q2 		$231K Buy
2,153
+49
+2% +$5.35K 0.06% 25
2023
Q1 		$231K Buy
+2,104
New +$233K 0.07% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Retirement Group's XOM Position: Q3 2023 in Review

Cornerstone Retirement Group increased its ExxonMobil (XOM) stake by 0.84% in Q3 2023, buying an estimated $1.97K and bringing the position to 2,171 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #28.

Cornerstone Retirement Group first reported a position in XOM in Q1 2023 and has held it in 3 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

  • Cornerstone Retirement Group held 2,171 shares of ExxonMobil worth $255K as of Q3 2023.
  • Cornerstone Retirement Group bought 18 ExxonMobil shares in Q3 2023, an estimated $1.97K.
  • ExxonMobil made up 0.07% of Cornerstone Retirement Group's portfolio in Q3 2023, its #28 holding.
  • Cornerstone Retirement Group first reported a position in ExxonMobil in Q1 2023 and has held it in 3 quarters since.
  • 3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.