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Sargent Bickham Lagudis’s ExxonMobil XOM Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$3.92M Sell
35,583
-294
-0.8% -$31.5K 0.32% 66
2022
Q3 		$3.13M Sell
35,877
-1,375
-4% -$126K 0.28% 79
2022
Q2 		$3.19M Buy
37,252
+2,744
+8% +$248K 0.28% 84
2022
Q1 		$2.85M Sell
34,508
-834
-2% -$64.8K 0.22% 90
2021
Q4 		$2.16M Buy
35,342
+460
+1% +$28.8K 0.16% 102
2021
Q3 		$2.05M Buy
34,882
+954
+3% +$54.4K 0.17% 101
2021
Q2 		$2.14M Buy
33,928
+1,248
+4% +$74.5K 0.17% 100
2021
Q1 		$1.82M Sell
32,680
-539
-2% -$28.3K 0.16% 102
2020
Q4 		$1.37M Buy
33,219
+4,000
+14% +$150K 0.13% 108
2020
Q3 		$1M Sell
29,219
-295
-1% -$12.1K 0.1% 111
2020
Q2 		$1.32M Sell
29,514
-4,029
-12% -$181K 0.14% 103
2020
Q1 		$1.27M Buy
33,543
+616
+2% +$34K 0.16% 102
2019
Q4 		$2.3M Buy
32,927
+3,685
+13% +$255K 0.25% 82
2019
Q3 		$2.06M Sell
29,242
-1,620
-5% -$117K 0.25% 82
2019
Q2 		$2.37M Sell
30,862
-871
-3% -$67.4K 0.28% 74
2019
Q1 		$2.56M Sell
31,733
-2,001
-6% -$153K 0.3% 75
2018
Q4 		$2.3M Sell
33,734
-1,098
-3% -$86.1K 0.3% 72
2018
Q3 		$2.96M Sell
34,832
-1,328
-4% -$109K 0.35% 71
2018
Q2 		$2.99M Sell
36,160
-3,363
-9% -$268K 0.37% 65
2018
Q1 		$2.95M Sell
39,523
-4,318
-10% -$345K 0.37% 62
2017
Q4 		$3.67M Sell
43,841
-2,962
-6% -$245K 0.44% 63
2017
Q3 		$3.84M Sell
46,803
-872
-2% -$69.2K 0.48% 58
2017
Q2 		$3.85M Buy
47,675
+1,592
+3% +$130K 0.49% 54
2017
Q1 		$3.78M Sell
46,083
-18,090
-28% -$1.51M 0.49% 57
2016
Q4 		$5.79M Buy
64,173
+62,386
+3,491% +$5.45M 0.89% 24
2016
Q3 		$5.32K Sell
1,787
-58,399
-97% -$5.18M 0.8% 28
2016
Q2 		$5.64M Buy
60,186
+13,585
+29% +$1.2M 0.88% 24
2016
Q1 		$3.9M Buy
+46,601
New +$3.73M 0.63% 46

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sargent Bickham Lagudis's XOM Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its ExxonMobil (XOM) stake by 0.82% in Q4 2022, selling an estimated $31.5K and leaving 35,583 shares worth $3.92M. The position accounts for 0.32% of the portfolio, ranked #66.

Sargent Bickham Lagudis first reported a position in XOM in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.79M in Q4 2016. 3,540 funds tracked by Wall St. Rank hold XOM as of Q4 2022.

  • Sargent Bickham Lagudis held 35,583 shares of ExxonMobil worth $3.92M as of Q4 2022.
  • Sargent Bickham Lagudis sold 294 ExxonMobil shares in Q4 2022, an estimated $31.5K.
  • ExxonMobil made up 0.32% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #66 holding.
  • Sargent Bickham Lagudis first reported a position in ExxonMobil in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's ExxonMobil position peaked at $5.79M in Q4 2016.
  • 3,540 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.