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Laurel Wealth Advisors (California)’s ExxonMobil XOM Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$8.16M Sell
73,999
-494
-0.7% -$52.9K 0.8% 25
2022
Q3 		$6.5M Sell
74,493
-281
-0.4% -$25.7K 0.69% 28
2022
Q2 		$6.4M Sell
74,774
-1,974
-3% -$178K 0.65% 30
2022
Q1 		$6.34M Buy
76,748
+10,613
+16% +$825K 0.52% 40
2021
Q4 		$4.05M Buy
66,135
+10,173
+18% +$636K 0.31% 79
2021
Q3 		$3.29M Sell
55,962
-2,095
-4% -$119K 0.6% 29
2021
Q2 		$3.66M Buy
58,057
+1,799
+3% +$107K 0.47% 48
2021
Q1 		$3.14M Sell
56,258
-10,878
-16% -$570K 0.48% 47
2020
Q4 		$2.77M Sell
67,136
-1,252
-2% -$46.9K 0.41% 58
2020
Q3 		$2.35M Buy
68,388
+3,696
+6% +$151K 0.39% 59
2020
Q2 		$2.89M Sell
64,692
-2,483
-4% -$111K 0.53% 47
2020
Q1 		$2.55M Buy
67,175
+4,431
+7% +$245K 0.59% 41
2019
Q4 		$4.38M Sell
62,744
-17,285
-22% -$1.2M 0.73% 32
2019
Q3 		$5.65M Buy
80,029
+15,459
+24% +$1.12M 0.97% 17
2019
Q2 		$4.95M Sell
64,570
-1,480
-2% -$115K 1.08% 19
2019
Q1 		$5.34M Sell
66,050
-2,466
-4% -$188K 1.31% 9
2018
Q4 		$4.67M Sell
68,516
-989
-1% -$77.6K 1.38% 10
2018
Q3 		$5.91M Sell
69,505
-2,827
-4% -$231K 1.45% 7
2018
Q2 		$5.98M Buy
72,332
+27,981
+63% +$2.23M 1.59% 6
2018
Q1 		$3.31M Sell
44,351
-827
-2% -$66.1K 1.03% 17
2017
Q4 		$3.78M Buy
45,178
+3,113
+7% +$257K 1.09% 17
2017
Q3 		$3.45M Buy
42,065
+1,353
+3% +$107K 1.16% 16
2017
Q2 		$3.29M Buy
40,712
+1,417
+4% +$116K 1.17% 16
2017
Q1 		$3.22M Buy
39,295
+12,013
+44% +$1M 1.24% 15
2016
Q4 		$2.46M Buy
27,282
+2,281
+9% +$199K 1.09% 18
2016
Q3 		$2.18M Sell
25,001
-917
-4% -$81.4K 1.03% 19
2016
Q2 		$2.43M Buy
25,918
+832
+3% +$73.6K 1.17% 18
2016
Q1 		$2.1M Sell
25,086
-462
-2% -$37K 1.05% 18
2015
Q4 		$1.99M Buy
+25,548
New +$2.04M 1.03% 18

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Advisors (California)'s XOM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its ExxonMobil (XOM) stake by 0.66% in Q4 2022, selling an estimated $52.9K and leaving 73,999 shares worth $8.16M. The position accounts for 0.8% of the portfolio, ranked #25.

Laurel Wealth Advisors (California) first reported a position in XOM in Q4 2015 and has held it in 29 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 73,999 shares of ExxonMobil worth $8.16M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 494 ExxonMobil shares in Q4 2022, an estimated $52.9K.
  • ExxonMobil made up 0.8% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #25 holding.
  • Laurel Wealth Advisors (California) first reported a position in ExxonMobil in Q4 2015 and has held it in 29 quarters since.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.