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Mark A. Hillman

Hillman Value Fund

Mark A. Hillman Exxon Mobil Corp stake

total: 75

Hillman Value Fund XOM-OLD trades

Total transactions:
4
New positions:
1
Sold out:
1
Added:
2
Held since:
2020 Q1
Held for:
8 quarters
Latest activity:
2022 Q1
According to 2026 Q1 report, Mark A. Hillman doesn't hold any Exxon Mobil Corp (XOM-OLD) shares. To date, the estimated cost basis is nearly $37.25 for "buy" trades and estimated average "sell" price is $61.19. Hillman Value Fund first purchased XOM-OLD in 2020 Q1, initially acquiring 43,000 shares. Since the initial investment in Exxon Mobil Corp (XOM-OLD), Hillman Value Fund has made 3 more transactions.

When did Mark A. Hillman sell Exxon Mobil Corp (XOM-OLD)?

Mark A. Hillman sold off the entire Exxon Mobil Corp (XOM-OLD) position in 2022 Q1.

When did Mark A. Hillman buy Exxon Mobil Corp (XOM-OLD)?

Mark A. Hillman first invested in Exxon Mobil Corp (XOM-OLD) in 2020 Q1 at the reported quarter-end price of $37.97 per share.

What's the cost basis of Hillman Value Fund's XOM-OLD stake?

The estimated cost basis for Exxon Mobil Corp (XOM-OLD) stake is around $37.25 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$37.25
Weighted AVG sell price:
$61.19

Mark A. Hillman's historical trades in Exxon Mobil Corp

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q1
0.00%
0
$61.19
-100% (-108,000)
-2.84%
2020 Q4
3.38%
$41.22
+27.06% (+23,000)
2020 Q3
2.81%
$34.33
+97.67% (+42,000)
2020 Q1
2.28%
$37.97
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.