Tiedemann Advisors’s ExxonMobil XOM Stock Holding History

Tiedemann 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
2023 Q3	$117M	Buy	997,436 +209,039	+27%	+$22.9M	5.03%	6
2023 Q2	$84.6M	Buy	788,397 +1,416	+0.2%	+$154K	3.6%	8
2023 Q1	$86.3M	Sell	786,981 -23,733	-3%	-$2.63M	3.92%	8
2022 Q4	$89.4M	Buy	810,714 +2,518	+0.3%	+$270K	4.28%	8
2022 Q3	$70.6M	Buy	808,196 +43,253	+6%	+$3.95M	4.28%	6
2022 Q2	$65.5M	Buy	764,943 +447,967	+141%	+$40.4M	4.93%	5
2022 Q1	$26.2M	Sell	316,976 -4,386	-1%	-$341K	1.33%	13
2021 Q4	$19.7M	Buy	321,362 +49,263	+18%	+$3.08M	0.96%	18
2021 Q3	$16M	Sell	272,099 -11,478	-4%	-$654K	0.85%	18
2021 Q2	$17.9M	Sell	283,577 -46,636	-14%	-$2.78M	0.72%	22
2021 Q1	$18.4M	Sell	330,213 -8,023	-2%	-$421K	0.81%	21
2020 Q4	$13.9M	Buy	338,236 +507	+0.2%	+$19K	0.67%	24
2020 Q3	$11.6M	Buy	337,729 +3,305	+1%	+$135K	0.56%	32
2020 Q2	$15M	Sell	334,424 -402	-0.1%	-$18K	0.79%	25
2020 Q1	$12.7M	Sell	334,826 -13,714	-4%	-$757K	0.82%	25
2019 Q4	$24.3M	Buy	348,540 +2,974	+0.9%	+$206K	1.17%	19
2019 Q3	$24.4M	Sell	345,566 -3,666	-1%	-$265K	1.17%	20
2019 Q2	$26.8M	Buy	349,232 +407	+0.1%	+$31.5K	1.34%	16
2019 Q1	$28.2M	Sell	348,825 -41,439	-11%	-$3.16M	1.33%	16
2018 Q4	$26.6M	Buy	390,264 +933	+0.2%	+$73.2K	1.36%	14
2018 Q3	$33.1M	Sell	389,331 -15,784	-4%	-$1.29M	1.96%	10
2018 Q2	$33.5M	Sell	405,115 -29,389	-7%	-$2.34M	2.14%	9
2018 Q1	$32.4M	Sell	434,504 -11,809	-3%	-$944K	2.22%	10
2017 Q4	$37.3M	Buy	446,313 +396,198	+791%	+$32.8M	2.86%	9
2017 Q3	$4.3M	Sell	50,115 -537,986	-91%	-$42.7M	0.39%	53
2017 Q2	$47.5M	Buy	588,101 +17,930	+3%	+$1.47M	3.45%	5
2017 Q1	$46.8M	Buy	570,171 +27,758	+5%	+$2.32M	3.92%	4
2016 Q4	$49M	Buy	542,413 +30,294	+6%	+$2.65M	4.88%	3
2016 Q3	$53.1M	Buy	+512,119	New	+$45.4M	11.05%	1

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

Tiedemann Advisors's XOM Position: Q3 2023 in Review

Tiedemann Advisors increased its ExxonMobil (XOM) stake by 27% in Q3 2023, buying an estimated $22.9M and bringing the position to 997,436 shares worth $117M. The position accounts for 5.03% of the portfolio, ranked #6.

Tiedemann Advisors first reported a position in XOM in Q3 2016 and has held it in 29 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Tiedemann Advisors held 997,436 shares of ExxonMobil worth $117M as of Q3 2023.
Tiedemann Advisors bought 209,039 ExxonMobil shares in Q3 2023, an estimated $22.9M.
ExxonMobil made up 5.03% of Tiedemann Advisors's portfolio in Q3 2023, its #6 holding.
Tiedemann Advisors first reported a position in ExxonMobil in Q3 2016 and has held it in 29 quarters since.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.