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Paradigm Financial Advisors’s ExxonMobil XOM Stock Holding History

Paradigm Financial Advisors’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
Q1 		– Sell
-6,000
Closed -$247K – 227
2020
Q4 		$247K Hold
6,000
– – 0.07% 139
2020
Q3 		$206K Hold
6,000
– – 0.06% 124
2020
Q2 		$268K Buy
+6,000
New +$269K 0.09% 104

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Paradigm Financial Advisors's XOM Position: Q3 2021 in Review

Paradigm Financial Advisors sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 3,436 shares — an estimated $217K sold.

Paradigm Financial Advisors first reported a position in XOM in Q4 2013 and held it in 30 quarters. The position peaked at $4.46M in Q2 2016. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

  • Paradigm Financial Advisors reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
  • Paradigm Financial Advisors sold 3,436 ExxonMobil shares in Q3 2021, an estimated $217K.
  • Paradigm Financial Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 30 quarters.
  • Paradigm Financial Advisors's ExxonMobil position peaked at $4.46M in Q2 2016.
  • 2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Paradigm Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.