MFW
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Mosaic Family Wealth’s ExxonMobil XOM Stock Holding History

Mosaic Family Wealth’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
Q4 		$239K Sell
3,910
-2,253
-37% -$141K 0.06% 155
2021
Q3 		$363K Buy
6,163
+2,452
+66% +$140K 0.1% 120
2021
Q2 		$234K Sell
3,711
-79
-2% -$4.72K 0.07% 151
2021
Q1 		$212K Buy
+3,790
New +$199K 0.06% 152
2020
Q3 		– Sell
-4,689
Closed -$210K – 149
2020
Q2 		$210K Sell
4,689
-2,448
-34% -$110K 0.09% 133
2020
Q1 		$271K Sell
7,137
-272
-4% -$15K 0.14% 100
2019
Q4 		$517K Sell
7,409
-2,121
-22% -$147K 0.21% 78
2019
Q3 		$674K Sell
9,530
-169
-2% -$12.2K 0.28% 59
2019
Q2 		$743K Buy
9,699
+502
+5% +$38.9K 0.31% 52
2019
Q1 		$743K Sell
9,197
-420
-4% -$32K 0.3% 45
2018
Q4 		$656K Buy
9,617
+721
+8% +$56.6K 0.27% 51
2018
Q3 		$694K Buy
8,896
+174
+2% +$14.2K 0.28% 50
2018
Q2 		$722K Buy
8,722
+142
+2% +$11.3K 0.27% 54
2018
Q1 		$640K Sell
8,580
-1,386
-14% -$111K 0.24% 57
2017
Q4 		$834K Sell
9,966
-3,520
-26% -$291K 0.3% 50
2017
Q3 		$1.11M Buy
13,486
+72
+0.5% +$5.72K 0.43% 36
2017
Q2 		$1.08M Sell
13,414
-475
-3% -$38.9K 0.45% 34
2017
Q1 		$1.14M Buy
13,889
+337
+2% +$28.2K 0.49% 32
2016
Q4 		$1.22M Sell
13,552
-17
-0.1% -$1.49K 0.56% 27
2016
Q3 		$1.18M Buy
13,569
+2,809
+26% +$249K 0.55% 29
2016
Q2 		$1.01M Sell
10,760
-307
-3% -$27.1K 0.49% 31
2016
Q1 		$925K Sell
11,067
-2,070
-16% -$166K 0.44% 38
2015
Q4 		$1.02M Buy
+13,137
New +$1.05M 0.46% 38

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mosaic Family Wealth's XOM Position: Q4 2021 in Review

Mosaic Family Wealth reduced its ExxonMobil (XOM) stake by 37% in Q4 2021, selling an estimated $141K and leaving 3,910 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #155.

Mosaic Family Wealth first reported a position in XOM in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.22M in Q4 2016. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

  • Mosaic Family Wealth held 3,910 shares of ExxonMobil worth $239K as of Q4 2021.
  • Mosaic Family Wealth sold 2,253 ExxonMobil shares in Q4 2021, an estimated $141K.
  • ExxonMobil made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #155 holding.
  • Mosaic Family Wealth first reported a position in ExxonMobil in Q4 2015 and has held it in 23 quarters since.
  • Mosaic Family Wealth's ExxonMobil position peaked at $1.22M in Q4 2016.
  • 3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.