20/20 Capital Management’s ExxonMobil XOM Stock Holding History

20/20 Capital 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
2021 Q2	$247K	Buy	3,908 +270	+7%	+$16.1K	0.06%	148
2021 Q1	$203K	Buy	+3,638	New	+$191K	0.06%	151
2020 Q3	–	Sell	-5,206	Closed	-$226K	–	160
2020 Q2	$226K	Sell	5,206 -2,064	-28%	-$92.6K	0.09%	128
2020 Q1	$322K	Buy	7,270 +2,926	+67%	+$162K	0.14%	101
2019 Q4	$269K	Buy	+4,344	New	+$300K	0.11%	126

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

20/20 Capital Management's XOM Position: Q2 2021 in Review

20/20 Capital Management increased its ExxonMobil (XOM) stake by 7.4% in Q2 2021, buying an estimated $16.1K and bringing the position to 3,908 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #148.

20/20 Capital Management first reported a position in XOM in Q4 2019 and has held it in 5 quarters since. The position peaked at $322K in Q1 2020. 2,749 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

20/20 Capital Management held 3,908 shares of ExxonMobil worth $247K as of Q2 2021.
20/20 Capital Management bought 270 ExxonMobil shares in Q2 2021, an estimated $16.1K.
ExxonMobil made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #148 holding.
20/20 Capital Management first reported a position in ExxonMobil in Q4 2019 and has held it in 5 quarters since.
20/20 Capital Management's ExxonMobil position peaked at $322K in Q1 2020.
2,749 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.