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Windsor Wealth Management’s ExxonMobil XOM Stock Holding History

Windsor Wealth 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 		$1.12M Sell
9,539
-1,062
-10% -$116K 0.21% 61
2023
Q2 		$1.14M Buy
10,601
+574
+6% +$62.6K 0.2% 61
2023
Q1 		$1.15M Sell
10,027
-14
-0.1% -$1.55K 0.22% 62
2022
Q4 		$1.11M Sell
10,041
-79
-0.8% -$8.46K 0.23% 63
2022
Q3 		$1.02M Buy
10,120
+169
+2% +$15.4K 0.25% 60
2022
Q2 		$829K Sell
9,951
-3,242
-25% -$292K 0.21% 67
2022
Q1 		$1.15M Buy
13,193
+1,661
+14% +$129K 0.21% 93
2021
Q4 		$760K Buy
11,532
+2,252
+24% +$141K 0.14% 125
2021
Q3 		$565K Buy
9,280
+129
+1% +$7.35K 0.12% 145
2021
Q2 		$577K Sell
9,151
-1,470
-14% -$87.8K 0.12% 141
2021
Q1 		$593K Buy
10,621
+951
+10% +$49.9K 0.14% 131
2020
Q4 		$399K Buy
9,670
+26
+0.3% +$975 0.1% 149
2020
Q3 		$322K Sell
9,644
-3,679
-28% -$150K 0.09% 151
2020
Q2 		$596K Sell
13,323
-1,567
-11% -$70.3K 0.19% 109
2020
Q1 		$565K Sell
14,890
-4,482
-23% -$247K 0.23% 102
2019
Q4 		$1.35M Sell
19,372
-104
-0.5% -$7.19K 0.5% 49
2019
Q3 		$1.31M Sell
19,476
-312
-2% -$22.6K 0.57% 42
2019
Q2 		$1.51M Buy
19,788
+9,375
+90% +$726K 0.66% 38
2019
Q1 		$841K Sell
10,413
-800
-7% -$61K 0.47% 62
2018
Q4 		$765K Sell
11,213
-3,443
-23% -$270K 0.52% 52
2018
Q3 		$1.25M Buy
14,656
+6,807
+87% +$557K 0.81% 29
2018
Q2 		$649K Sell
7,849
-797
-9% -$63.5K 0.51% 49
2018
Q1 		$645K Buy
8,646
+292
+3% +$23.3K 0.55% 44
2017
Q4 		$699K Buy
+8,354
New +$691K 0.6% 41

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Wealth Management's XOM Position: Q3 2023 in Review

Windsor Wealth Management reduced its ExxonMobil (XOM) stake by 10% in Q3 2023, selling an estimated $116K and leaving 9,539 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #61.

Windsor Wealth Management first reported a position in XOM in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.51M in Q2 2019. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

  • Windsor Wealth Management held 9,539 shares of ExxonMobil worth $1.12M as of Q3 2023.
  • Windsor Wealth Management sold 1,062 ExxonMobil shares in Q3 2023, an estimated $116K.
  • ExxonMobil made up 0.21% of Windsor Wealth Management's portfolio in Q3 2023, its #61 holding.
  • Windsor Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 24 quarters since.
  • Windsor Wealth Management's ExxonMobil position peaked at $1.51M in Q2 2019.
  • 3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.