Stordahl Capital Management’s ExxonMobil XOM Stock Holding History

Stordahl Capital 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
2023 Q3	–	Sell	-2,209	Closed	-$237K	–	58
2023 Q2	$237K	Hold	2,209	–	–	0.07%	49
2023 Q1	$242K	Hold	2,209	–	–	0.07%	47
2022 Q4	$244K	Buy	+2,209	New	+$237K	0.08%	44
2021 Q3	–	Sell	-4,524	Closed	-$285K	–	49
2021 Q2	$285K	Sell	4,524 -115	-2%	-$6.87K	0.12%	39
2021 Q1	$259K	Buy	+4,639	New	+$243K	0.11%	39
2020 Q3	–	Sell	-4,664	Closed	-$209K	–	44
2020 Q2	$209K	Buy	+4,664	New	+$209K	0.12%	40
2020 Q1	–	Sell	-5,645	Closed	-$394K	–	46
2019 Q4	$394K	Sell	5,645 -330	-6%	-$22.8K	0.16%	34
2019 Q3	$422K	Sell	5,975 -1,289	-18%	-$93.2K	0.17%	33
2019 Q2	$552K	Buy	7,264 +2,499	+52%	+$193K	0.21%	32
2019 Q1	$384K	Sell	4,765 -2,936	-38%	-$224K	0.16%	34
2018 Q4	$525K	Buy	7,701 +84	+1%	+$6.59K	0.26%	30
2018 Q3	$618K	Sell	7,617 -200	-3%	-$16.4K	0.28%	28
2018 Q2	$647K	Hold	7,817	–	–	0.29%	28
2018 Q1	$583K	Hold	7,817	–	–	0.28%	28
2017 Q4	$654K	Buy	+7,817	New	+$647K	0.31%	29

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stordahl Capital Management's XOM Position: Q3 2023 in Review

Stordahl Capital Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 2,209 shares — an estimated $237K sold.

Stordahl Capital Management first reported a position in XOM in Q4 2017 and held it in 15 quarters. The position peaked at $654K in Q4 2017. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Stordahl Capital Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
Stordahl Capital Management sold 2,209 ExxonMobil shares in Q3 2023, an estimated $237K.
Stordahl Capital Management first reported a position in ExxonMobil in Q4 2017 and held it in 15 quarters.
Stordahl Capital Management's ExxonMobil position peaked at $654K in Q4 2017.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Stordahl Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.