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Stewardship Financial Advisors’s ExxonMobil XOM Stock Holding History

Stewardship 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 		$336K Sell
6,021
-1,358
-18% -$71.2K 0.12% 45
2020
Q4 		$304K Sell
7,379
-46
-0.6% -$1.73K 0.11% 47
2020
Q3 		$255K Sell
7,425
-1,323
-15% -$54.1K 0.11% 50
2020
Q2 		$391K Sell
8,748
-1,592
-15% -$71.4K 0.17% 37
2020
Q1 		$393K Sell
10,340
-2,091
-17% -$115K 0.2% 35
2019
Q4 		$867K Buy
12,431
+150
+1% +$10.4K 0.32% 31
2019
Q3 		$867K Hold
12,281
– – 0.37% 29
2019
Q2 		$941K Buy
12,281
+2,192
+22% +$170K 0.41% 28
2019
Q1 		$815K Buy
10,089
+232
+2% +$17.7K 0.38% 30
2018
Q4 		$672K Sell
9,857
-648
-6% -$50.8K 0.34% 30
2018
Q3 		$893K Sell
10,505
-1,109
-10% -$90.7K 0.42% 29
2018
Q2 		$961K Hold
11,614
– – 0.48% 28
2018
Q1 		$867K Hold
11,614
– – 0.43% 30
2017
Q4 		$971K Hold
11,614
– – 0.5% 28
2017
Q3 		$952K Sell
11,614
-300
-3% -$23.8K 0.55% 28
2017
Q2 		$962K Sell
11,914
-265
-2% -$21.7K 0.58% 27
2017
Q1 		$999K Sell
12,179
-105
-0.9% -$8.77K 0.63% 27
2016
Q4 		$1.11M Buy
12,284
+5,636
+85% +$492K 0.7% 27
2016
Q3 		$580K Buy
6,648
+1,268
+24% +$112K 0.37% 38
2016
Q2 		$504K Hold
5,380
– – 0.34% 37
2016
Q1 		$450K Sell
5,380
-454
-8% -$36.4K 0.36% 35
2015
Q4 		$455K Buy
+5,834
New +$466K 0.36% 53

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stewardship Financial Advisors's XOM Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its ExxonMobil (XOM) stake by 18% in Q1 2021, selling an estimated $71.2K and leaving 6,021 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #45.

Stewardship Financial Advisors first reported a position in XOM in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2016. 2,698 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

  • Stewardship Financial Advisors held 6,021 shares of ExxonMobil worth $336K as of Q1 2021.
  • Stewardship Financial Advisors sold 1,358 ExxonMobil shares in Q1 2021, an estimated $71.2K.
  • ExxonMobil made up 0.12% of Stewardship Financial Advisors's portfolio in Q1 2021, its #45 holding.
  • Stewardship Financial Advisors first reported a position in ExxonMobil in Q4 2015 and has held it in 22 quarters since.
  • Stewardship Financial Advisors's ExxonMobil position peaked at $1.11M in Q4 2016.
  • 2,698 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.