Triad Financial Advisors’s ExxonMobil XOM Stock Holding History

Triad 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
2023 Q3	$1.48M	Buy	12,616 +585	+5%	+$64.2K	0.52%	23
2023 Q2	$1.29M	Sell	12,031 -230	-2%	-$25.1K	0.53%	25
2023 Q1	$1.34M	Sell	12,261 -6,837	-36%	-$756K	0.59%	25
2022 Q4	$2.11M	Sell	19,098 -997	-5%	-$107K	0.94%	17
2022 Q3	$1.75M	Sell	20,095 -802	-4%	-$73.2K	0.95%	13
2022 Q2	$1.79M	Buy	20,897 +267	+1%	+$24.1K	0.99%	15
2022 Q1	$1.7M	Sell	20,630 -1,121	-5%	-$87.1K	0.91%	15
2021 Q4	$1.33M	Buy	+21,751	New	+$1.36M	0.79%	19

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

Triad Financial Advisors's XOM Position: Q3 2023 in Review

Triad Financial Advisors increased its ExxonMobil (XOM) stake by 4.9% in Q3 2023, buying an estimated $64.2K and bringing the position to 12,616 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #23.

Triad Financial Advisors first reported a position in XOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.11M in Q4 2022. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Triad Financial Advisors held 12,616 shares of ExxonMobil worth $1.48M as of Q3 2023.
Triad Financial Advisors bought 585 ExxonMobil shares in Q3 2023, an estimated $64.2K.
ExxonMobil made up 0.52% of Triad Financial Advisors's portfolio in Q3 2023, its #23 holding.
Triad Financial Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's ExxonMobil position peaked at $2.11M in Q4 2022.
3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.