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Swaine & Leidel Wealth Services’s ExxonMobil XOM Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$380K Buy
+380
New +$29.5K 0.29% 49
2021
Q3 		$388K Buy
+6,596
New +$376K 0.34% 46
2021
Q1 		$380K Buy
+6,798
New +$356K 0.25% 56

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Swaine & Leidel Wealth Services's XOM Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in ExxonMobil (XOM) in Q1 2022: 380 shares worth $380K. The stake represents 0.29% of the portfolio and ranks #49 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in XOM as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in XOM in Q1 2021 and has held it in 3 quarters since. The position peaked at $388K in Q3 2021. 3,196 funds tracked by Wall St. Rank hold XOM as of Q1 2022.

  • Swaine & Leidel Wealth Services held 380 shares of ExxonMobil worth $380K as of Q1 2022.
  • ExxonMobil was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • ExxonMobil made up 0.29% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #49 holding.
  • Swaine & Leidel Wealth Services first reported a position in ExxonMobil in Q1 2021 and has held it in 3 quarters since.
  • Swaine & Leidel Wealth Services's ExxonMobil position peaked at $388K in Q3 2021.
  • 3,196 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.