Level Four Financial’s ExxonMobil XOM Stock Holding History

Level Four Financial’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	$2.61M	Buy	44,385 +2,974	+7%	+$169K	1.14%	16
2021 Q2	$2.61M	Sell	41,411 -2,498	-6%	-$149K	1.1%	16
2021 Q1	$2.45M	Sell	43,909 -19,424	-31%	-$1.02M	1.14%	13
2020 Q4	$2.61M	Buy	+63,333	New	+$2.37M	1.13%	12

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Level Four Financial's XOM Position: Q3 2021 in Review

Level Four Financial increased its ExxonMobil (XOM) stake by 7.2% in Q3 2021, buying an estimated $169K and bringing the position to 44,385 shares worth $2.61M. The position accounts for 1.14% of the portfolio, ranked #16.

Level Four Financial first reported a position in XOM in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.61M in Q2 2021. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Level Four Financial held 44,385 shares of ExxonMobil worth $2.61M as of Q3 2021.
Level Four Financial bought 2,974 ExxonMobil shares in Q3 2021, an estimated $169K.
ExxonMobil made up 1.14% of Level Four Financial's portfolio in Q3 2021, its #16 holding.
Level Four Financial first reported a position in ExxonMobil in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's ExxonMobil position peaked at $2.61M in Q2 2021.
2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.