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Landmark Financial Advisors’s ExxonMobil XOM Stock Holding History

Landmark Financial Advisors’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
Q4 		$302K Buy
3,023
+90
+3% +$9.46K 0.11% 75
2023
Q3 		$345K Buy
2,933
+218
+8% +$23.9K 0.14% 68
2023
Q2 		$291K Buy
2,715
+319
+13% +$34.8K 0.12% 73
2023
Q1 		$263K Buy
2,396
+45
+2% +$4.98K 0.12% 77
2022
Q4 		$259K Buy
+2,351
New +$252K 0.12% 75
2020
Q2 		– Sell
-5,796
Closed -$246K – 66
2020
Q1 		$246K Sell
5,796
-33
-0.6% -$1.82K 0.17% 57
2019
Q4 		$389K Buy
5,829
+155
+3% +$10.7K 0.23% 44
2019
Q3 		$400K Sell
5,674
-66
-1% -$4.77K 0.25% 38
2019
Q2 		$439K Hold
5,740
– – 0.27% 35
2019
Q1 		$463K Sell
5,740
-10
-0.2% -$762 0.3% 37
2018
Q4 		$392K Buy
5,750
+7
+0.1% +$549 0.26% 39
2018
Q3 		$488K Sell
5,743
-90
-2% -$7.36K 0.29% 35
2018
Q2 		$482K Buy
5,833
+231
+4% +$18.4K 0.3% 33
2018
Q1 		$418K Sell
5,602
-229
-4% -$18.3K 0.26% 37
2017
Q4 		$487K Buy
5,831
+6
+0.1% +$496 0.31% 32
2017
Q3 		$478K Buy
5,825
+6
+0.1% +$476 0.32% 33
2017
Q2 		$469K Sell
5,819
-194
-3% -$15.9K 0.34% 34
2017
Q1 		$493K Sell
6,013
-424
-7% -$35.4K 0.37% 32
2016
Q4 		$581K Buy
6,437
+9
+0.1% +$786 0.46% 30
2016
Q3 		$561K Sell
6,428
-96
-1% -$8.52K 0.48% 31
2016
Q2 		$611K Buy
6,524
+1,744
+36% +$154K 0.57% 31
2016
Q1 		$399K Buy
4,780
+463
+11% +$37.1K 0.4% 33
2015
Q4 		$336K Sell
4,317
-19,911
-82% -$1.59M 0.35% 33
2015
Q3 		$611K Buy
24,228
+36
+0.1% +$2.77K 0.67% 26
2015
Q2 		$642K Buy
24,192
+19,110
+376% +$1.64M 0.66% 25
2015
Q1 		$432K Buy
5,082
+4
+0.1% +$355 0.45% 28
2014
Q4 		$469K Buy
+5,078
New +$474K 0.48% 27

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's XOM Position: Q4 2023 in Review

Landmark Financial Advisors increased its ExxonMobil (XOM) stake by 3.1% in Q4 2023, buying an estimated $9.46K and bringing the position to 3,023 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #75.

Landmark Financial Advisors first reported a position in XOM in Q4 2014 and has held it in 27 quarters since. The position peaked at $642K in Q2 2015. 3,761 funds tracked by Wall St. Rank hold XOM as of Q4 2023.

  • Landmark Financial Advisors held 3,023 shares of ExxonMobil worth $302K as of Q4 2023.
  • Landmark Financial Advisors bought 90 ExxonMobil shares in Q4 2023, an estimated $9.46K.
  • ExxonMobil made up 0.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #75 holding.
  • Landmark Financial Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 27 quarters since.
  • Landmark Financial Advisors's ExxonMobil position peaked at $642K in Q2 2015.
  • 3,761 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.