TD Ameritrade Investment Management’s ExxonMobil XOM Stock Holding History

TD Ameritrade Investment 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	-699	Closed	-$75K	–	530
2023 Q2	$75K	Sell	699 -298	-30%	-$32.5K	﹤0.01%	235
2023 Q1	$109K	Sell	997 -340	-25%	-$37.6K	﹤0.01%	218
2022 Q4	$147K	Buy	1,337 +321	+32%	+$34.4K	﹤0.01%	207
2022 Q3	$89K	Sell	1,016 -1,120	-52%	-$102K	﹤0.01%	251
2022 Q2	$183K	Buy	2,136 +1,168	+121%	+$105K	﹤0.01%	226
2022 Q1	$80K	Sell	968 -313	-24%	-$24.3K	﹤0.01%	318
2021 Q4	$78K	Sell	1,281 -10,960	-90%	-$685K	﹤0.01%	313
2021 Q3	$420K	Buy	12,241 +10,969	+862%	+$625K	﹤0.01%	168
2021 Q2	$80K	Sell	1,272 -238	-16%	-$14.2K	﹤0.01%	300
2021 Q1	$62K	Hold	1,510	–	–	﹤0.01%	314
2020 Q4	$62K	Sell	1,510 -10,731	-88%	-$402K	﹤0.01%	314
2020 Q3	$420K	Buy	12,241 +696	+6%	+$28.5K	﹤0.01%	168
2020 Q2	$516K	Sell	11,545 -1,754	-13%	-$78.7K	﹤0.01%	158
2020 Q1	$505K	Sell	13,299 -1,199	-8%	-$66.2K	﹤0.01%	155
2019 Q4	$1.01M	Sell	14,498 -1,325	-8%	-$91.6K	0.01%	128
2019 Q3	$1.12M	Buy	15,823 +2,722	+21%	+$197K	0.01%	118
2019 Q2	$1M	Buy	13,101 +560	+4%	+$43.4K	0.01%	116
2019 Q1	$1.01M	Buy	12,541 +3,205	+34%	+$244K	0.01%	109
2018 Q4	$637K	Buy	9,336 +2,955	+46%	+$232K	0.01%	109
2018 Q3	$543K	Buy	6,381 +5,370	+531%	+$439K	﹤0.01%	102
2018 Q2	$84K	Buy	+1,011	New	+$80.6K	﹤0.01%	116

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

TD Ameritrade Investment Management's XOM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of ExxonMobil (XOM) in Q3 2023, closing a stake of 699 shares — an estimated $75K sold.

TD Ameritrade Investment Management first reported a position in XOM in Q2 2018 and held it in 21 quarters. The position peaked at $1.12M in Q3 2019. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

TD Ameritrade Investment Management reported no remaining ExxonMobil position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 699 ExxonMobil shares in Q3 2023, an estimated $75K.
TD Ameritrade Investment Management first reported a position in ExxonMobil in Q2 2018 and held it in 21 quarters.
TD Ameritrade Investment Management's ExxonMobil position peaked at $1.12M in Q3 2019.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.