Mid Atlantic Financial Management’s ExxonMobil XOM Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$4.38M	Buy	74,460 +3,594	+5%	+$205K	0.29%	73
2021 Q2	$4.47M	Buy	70,866 +1,334	+2%	+$79.6K	0.3%	72
2021 Q1	$3.88M	Buy	69,532 +125	+0.2%	+$6.55K	0.28%	80
2020 Q4	$2.86M	Buy	69,407 +29,796	+75%	+$1.12M	0.22%	101
2020 Q3	$1.46M	Sell	39,611 -2,608	-6%	-$107K	0.13%	145
2020 Q2	$1.89M	Sell	42,219 -7,481	-15%	-$336K	0.18%	117
2020 Q1	$1.89M	Sell	49,700 -993	-2%	-$54.8K	0.22%	98
2019 Q4	$3.54M	Sell	50,693 -1,992	-4%	-$138K	0.33%	73
2019 Q3	$3.72M	Sell	52,685 -3,875	-7%	-$280K	0.4%	55
2019 Q2	$4.33M	Sell	56,560 -3,100	-5%	-$240K	0.45%	45
2019 Q1	$4.82M	Buy	59,660 +8,405	+16%	+$641K	0.53%	30
2018 Q4	$3.5M	Buy	+51,255	New	+$4.02M	0.43%	52

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mid Atlantic Financial Management's XOM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its ExxonMobil (XOM) stake by 5.1% in Q3 2021, buying an estimated $205K and bringing the position to 74,460 shares worth $4.38M. The position accounts for 0.29% of the portfolio, ranked #73.

Mid Atlantic Financial Management first reported a position in XOM in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.82M in Q1 2019. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Mid Atlantic Financial Management held 74,460 shares of ExxonMobil worth $4.38M as of Q3 2021.
Mid Atlantic Financial Management bought 3,594 ExxonMobil shares in Q3 2021, an estimated $205K.
ExxonMobil made up 0.29% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #73 holding.
Mid Atlantic Financial Management first reported a position in ExxonMobil in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's ExxonMobil position peaked at $4.82M in Q1 2019.
2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.