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Madison Wealth Management’s ExxonMobil XOM Stock Holding History

Madison Wealth Management’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
Q3 		$7.01M Buy
59,637
+654
+1% +$71.7K 1.47% 16
2023
Q2 		$6.33M Sell
58,983
-333
-0.6% -$36.3K 1.28% 23
2023
Q1 		$6.5M Buy
59,316
+373
+0.6% +$41.3K 1.41% 20
2022
Q4 		$6.5M Buy
58,943
+47,345
+408% +$5.07M 1.48% 19
2022
Q3 		$1.01M Buy
11,598
+244
+2% +$22.3K 0.25% 85
2022
Q2 		$972K Buy
11,354
+211
+2% +$19K 0.24% 86
2022
Q1 		$920K Buy
11,143
+174
+2% +$13.5K 0.19% 96
2021
Q4 		$671K Buy
10,969
+147
+1% +$9.19K 0.13% 100
2021
Q3 		$637K Sell
10,822
-135
-1% -$7.69K 0.14% 103
2021
Q2 		$691K Buy
10,957
+179
+2% +$10.7K 0.15% 99
2021
Q1 		$602K Buy
10,778
+278
+3% +$14.6K 0.15% 100
2020
Q4 		$433K Sell
10,500
-524
-5% -$19.6K 0.11% 103
2020
Q3 		$378K Sell
11,024
-630
-5% -$25.8K 0.11% 101
2020
Q2 		$521K Sell
11,654
-1,365
-10% -$61.2K 0.17% 85
2020
Q1 		$494K Sell
13,019
-2,215
-15% -$122K 0.2% 83
2019
Q4 		$1.06M Buy
+15,234
New +$1.05M 0.31% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's XOM Position: Q3 2023 in Review

Madison Wealth Management increased its ExxonMobil (XOM) stake by 1.1% in Q3 2023, buying an estimated $71.7K and bringing the position to 59,637 shares worth $7.01M. The position accounts for 1.47% of the portfolio, ranked #16.

Madison Wealth Management first reported a position in XOM in Q4 2019 and has held it in 16 quarters since. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

  • Madison Wealth Management held 59,637 shares of ExxonMobil worth $7.01M as of Q3 2023.
  • Madison Wealth Management bought 654 ExxonMobil shares in Q3 2023, an estimated $71.7K.
  • ExxonMobil made up 1.47% of Madison Wealth Management's portfolio in Q3 2023, its #16 holding.
  • Madison Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 16 quarters since.
  • 3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.