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Lehman & Derafelo Financial Resources’s ExxonMobil XOM Stock Holding History

Lehman & Derafelo Financial Resources’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 		$2.11M Sell
19,098
-1,396
-7% -$150K 0.62% 25
2022
Q3 		$1.79M Sell
20,494
-2,366
-10% -$216K 0.56% 24
2022
Q2 		$1.96M Buy
22,860
+314
+1% +$28.3K 0.61% 24
2022
Q1 		$1.86M Buy
22,546
+2,099
+10% +$163K 0.52% 28
2021
Q4 		$1.25M Buy
20,447
+710
+4% +$44.4K 0.38% 41
2021
Q3 		$1.16M Sell
19,737
-555
-3% -$31.6K 0.38% 43
2021
Q2 		$1.28M Sell
20,292
-1,892
-9% -$113K 0.35% 45
2021
Q1 		$1.24M Sell
22,184
-7,564
-25% -$397K 0.35% 44
2020
Q4 		$1.23M Sell
29,748
-3,216
-10% -$121K 0.37% 44
2020
Q3 		$1.13M Buy
32,964
+68
+0.2% +$2.78K 0.36% 50
2020
Q2 		$1.47M Buy
32,896
+2,327
+8% +$104K 0.51% 41
2020
Q1 		$1.16M Buy
30,569
+9,892
+48% +$546K 0.48% 35
2019
Q4 		$1.44M Sell
20,677
-3,295
-14% -$228K 0.52% 36
2019
Q3 		$1.69M Sell
23,972
-250
-1% -$18.1K 0.65% 33
2019
Q2 		$1.84M Buy
24,222
+3,752
+18% +$290K 0.75% 28
2019
Q1 		$1.65M Buy
20,470
+9,664
+89% +$737K 0.71% 30
2018
Q4 		$737K Buy
+10,806
New +$848K 0.37% 40

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

Lehman & Derafelo Financial Resources's XOM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its ExxonMobil (XOM) stake by 6.8% in Q4 2022, selling an estimated $150K and leaving 19,098 shares worth $2.11M. The position accounts for 0.62% of the portfolio, ranked #25.

Lehman & Derafelo Financial Resources first reported a position in XOM in Q4 2018 and has held it in 17 quarters since. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 19,098 shares of ExxonMobil worth $2.11M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 1,396 ExxonMobil shares in Q4 2022, an estimated $150K.
  • ExxonMobil made up 0.62% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #25 holding.
  • Lehman & Derafelo Financial Resources first reported a position in ExxonMobil in Q4 2018 and has held it in 17 quarters since.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.