Lincoln National Corp’s ExxonMobil XOM Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-167,721	Closed	-$19.5M	–	1161
2024 Q1	$19.5M	Sell	167,721 -378	-0.2%	-$39.5K	0.3%	53
2023 Q4	$16.8M	Buy	168,099 +4,777	+3%	+$502K	0.3%	56
2023 Q3	$19.2M	Sell	163,322 -15,343	-9%	-$1.68M	0.39%	43
2023 Q2	$19.2M	Buy	178,665 +1,471	+0.8%	+$160K	0.38%	42
2023 Q1	$19.4M	Buy	177,194 +3,885	+2%	+$430K	0.41%	39
2022 Q4	$19.1M	Buy	173,309 +1,428	+0.8%	+$153K	0.43%	38
2022 Q3	$15M	Buy	171,881 +11,837	+7%	+$1.08M	0.37%	39
2022 Q2	$13.7M	Buy	160,044 +19,891	+14%	+$1.79M	0.32%	45
2022 Q1	$11.6M	Buy	140,153 +13,859	+11%	+$1.08M	0.24%	59
2021 Q4	$7.73M	Buy	126,294 +19,722	+19%	+$1.23M	0.16%	78
2021 Q3	$6.27M	Buy	106,572 +3,723	+4%	+$212K	0.14%	82
2021 Q2	$6.49M	Buy	102,849 +7,136	+7%	+$426K	0.14%	79
2021 Q1	$5.34M	Buy	95,713 +5,807	+6%	+$304K	0.13%	87
2020 Q4	$3.71M	Sell	89,906 -6,205	-6%	-$233K	0.1%	114
2020 Q3	$3.3M	Buy	96,111 +1,198	+1%	+$49K	0.1%	112
2020 Q2	$4.25M	Buy	94,913 +13,420	+16%	+$602K	0.14%	83
2020 Q1	$3.09M	Buy	81,493 +4,726	+6%	+$261K	0.12%	94
2019 Q4	$5.36M	Buy	76,767 +1,721	+2%	+$119K	0.17%	68
2019 Q3	$5.3M	Buy	75,046 +890	+1%	+$64.4K	0.2%	60
2019 Q2	$5.68M	Buy	74,156 +5,449	+8%	+$422K	0.22%	56
2019 Q1	$5.55M	Buy	68,707 +4,169	+6%	+$318K	0.23%	53
2018 Q4	$4.4M	Sell	64,538 -512	-0.8%	-$40.2K	0.2%	55
2018 Q3	$5.53M	Sell	65,050 -10,274	-14%	-$840K	0.19%	48
2018 Q2	$6.23M	Buy	75,324 +5,565	+8%	+$443K	0.23%	40
2018 Q1	$5.21M	Sell	69,759 -58,862	-46%	-$4.71M	0.19%	45
2017 Q4	$10.8M	Buy	128,621 +62,861	+96%	+$5.2M	0.33%	38
2017 Q3	$5.39M	Buy	65,760 +5,257	+9%	+$417K	0.23%	37
2017 Q2	$4.88M	Buy	60,503 +6,750	+13%	+$552K	0.23%	36
2017 Q1	$4.41M	Sell	53,753 -19,873	-27%	-$1.66M	0.23%	38
2016 Q4	$6.65M	Buy	73,626 +1,379	+2%	+$121K	0.37%	30
2016 Q3	$6.3M	Buy	72,247 +3,758	+5%	+$333K	0.36%	29
2016 Q2	$6.42M	Buy	68,489 +6,897	+11%	+$610K	0.38%	28
2016 Q1	$5.15M	Buy	61,592 +9,972	+19%	+$799K	0.36%	26
2015 Q4	$3.86M	Buy	51,620 +10,229	+25%	+$818K	0.3%	28
2015 Q3	$3.14M	Buy	41,391 +20,588	+99%	+$1.59M	0.24%	32
2015 Q2	$1.7M	Sell	20,803 -5,774	-22%	-$496K	0.13%	55
2015 Q1	$2.26M	Sell	26,577 -443	-2%	-$39.3K	0.18%	39
2014 Q4	$2.5M	Buy	27,020 +11	+0%	+$1.03K	0.22%	37
2014 Q3	$2.54M	Buy	27,009 +146	+0.5%	+$14.5K	0.24%	35
2014 Q2	$2.71M	Buy	26,863 +3,354	+14%	+$338K	0.28%	30
2014 Q1	$2.3M	Buy	23,509 +751	+3%	+$71.6K	0.32%	29
2013 Q4	$2.3M	Buy	+22,758	New	+$2.1M	0.35%	29

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lincoln National Corp's XOM Position: Q2 2024 in Review

Lincoln National Corp sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 167,721 shares — an estimated $19.5M sold.

Lincoln National Corp first reported a position in XOM in Q4 2013 and held it in 42 quarters. The position peaked at $19.5M in Q1 2024. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Lincoln National Corp reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 167,721 ExxonMobil shares in Q2 2024, an estimated $19.5M.
Lincoln National Corp first reported a position in ExxonMobil in Q4 2013 and held it in 42 quarters.
Lincoln National Corp's ExxonMobil position peaked at $19.5M in Q1 2024.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.