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Exxon Mobil Corporation shares owned by UMA Financial Services

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corporation by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 1.9k 118.68

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Exxon Mobil Corporation

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Bank of New York Mellon
Dimensional Fund Advisors
State Farm Mutual Automobile Insurance Company
Legal & General Group
Charles Schwab Investment Management
Fisher Investments
Goldman Sachs Group
Royal Bank of Canada
Susquehanna International
Amundi

View all funds holding Exxon Mobil Corporation