Mariner Independent Advisor Network’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$7.51M Buy
86,056
+237
+0.3% +$21.6K 0.32% 68
2022
Q2
$7.36M Buy
85,819
+9,518
+12% +$859K 0.31% 78
2022
Q1
$6.34M Buy
76,301
+25,872
+51% +$2.01M 0.24% 100
2021
Q4
$3.16M Sell
50,429
-3,036
-6% -$190K 0.15% 160
2021
Q3
$3.15M Buy
53,465
+10,461
+24% +$596K 0.15% 157
2021
Q2
$2.71M Buy
43,004
+2,000
+5% +$119K 0.12% 188
2021
Q1
$2.29M Sell
41,004
-18,013
-31% -$944K 0.12% 177
2020
Q4
$2.43M Buy
59,017
+23,545
+66% +$883K 0.13% 173
2020
Q3
$1.22M Buy
35,472
+4,350
+14% +$178K 0.1% 193
2020
Q2
$1.37M Sell
31,122
-20,528
-40% -$921K 0.13% 182
2020
Q1
$1.95M Sell
51,650
-8,517
-14% -$470K 0.18% 132
2019
Q4
$4.22M Buy
60,167
+4,202
+8% +$291K 0.3% 81
2019
Q3
$3.88M Buy
55,965
+1,644
+3% +$119K 0.3% 88
2019
Q2
$4.16M Sell
54,321
-2,914
-5% -$226K 0.31% 84
2019
Q1
$4.65M Sell
57,235
-2,414
-4% -$184K 0.39% 67
2018
Q4
$4.21M Buy
+59,649
New +$4.68M 0.37% 71
2018
Q3
Sell
-21,077
Closed -$1.74M 299
2018
Q2
$1.74M Sell
21,077
-342,273
-94% -$27.3M 0.31% 69
2018
Q1
$27.1M Buy
363,350
+178,826
+97% +$14.3M 1.67% 12
2017
Q4
$15.4M Buy
184,524
+161,653
+707% +$13.4M 1.61% 14
2017
Q3
$1.88M Sell
22,871
-190,316
-89% -$15.1M 0.3% 70
2017
Q2
$17.2M Buy
+213,187
New +$17.4M 2.47% 7
2017
Q1
Sell
-209,882
Closed -$18.9M 361
2016
Q4
$18.9M Sell
209,882
-5,987
-3% -$523K 3.07% 5
2016
Q3
$18.8M Buy
215,869
+11,349
+6% +$1.01M 2.69% 8
2016
Q2
$19.2M Buy
204,520
+190,382
+1,347% +$16.8M 3.62% 6
2016
Q1
$1.53M Sell
14,138
-11,458
-45% -$918K 0.49% 59
2015
Q4
$2M Buy
25,596
+602
+2% +$48.1K 1.34% 22
2015
Q3
$1.86M Buy
24,994
+4,298
+21% +$331K 0.71% 40
2015
Q2
$1.72M Buy
20,696
+1,324
+7% +$114K 0.84% 38
2015
Q1
$1.65M Buy
+19,372
New +$1.72M 0.92% 35
2014
Q4
Sell
-79,649
Closed -$7.49M 183
2014
Q3
$7.49M Buy
79,649
+75
+0.1% +$7.47K 3.91% 7
2014
Q2
$8.01M Buy
+79,574
New +$8.03M 3.94% 6

Other funds holding XOM

Mariner Independent Advisor Network's XOM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its ExxonMobil (XOM) stake by 0.28% in Q3 2022, buying an estimated $21.6K and bringing the position to 86,056 shares worth $7.51M. The position accounts for 0.32% of the portfolio, ranked #68.

Mariner Independent Advisor Network first reported a position in XOM in Q2 2014 and has held it in 31 quarters since. The position peaked at $27.1M in Q1 2018. 3,217 funds tracked by Wall St. Rank hold XOM as of Q3 2022.

  • Mariner Independent Advisor Network held 86,056 shares of ExxonMobil worth $7.51M as of Q3 2022.
  • Mariner Independent Advisor Network bought 237 ExxonMobil shares in Q3 2022, an estimated $21.6K.
  • ExxonMobil made up 0.32% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #68 holding.
  • Mariner Independent Advisor Network first reported a position in ExxonMobil in Q2 2014 and has held it in 31 quarters since.
  • Mariner Independent Advisor Network's ExxonMobil position peaked at $27.1M in Q1 2018.
  • 3,217 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.