Access Financial Services’s ExxonMobil XOM Stock Holding History

Access Financial Services’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
2019 Q3	–	Sell	-15,477	Closed	-$1.19M	–	79
2019 Q2	$1.19M	Sell	15,477 -595	-4%	-$46.1K	0.9%	37
2019 Q1	$1.3M	Buy	16,072 +5	+0%	+$381	1.02%	35
2018 Q4	$1.1M	Sell	16,067 -4,788	-23%	-$376K	0.98%	34
2018 Q3	$1.77M	Buy	20,855 +695	+3%	+$56.8K	1.22%	14
2018 Q2	$1.67M	Sell	20,160 -25	-0.1%	-$1.99K	1.17%	18
2018 Q1	$1.51M	Buy	20,185 +360	+2%	+$28.8K	1.11%	24
2017 Q4	$1.66M	Buy	19,825 +3,325	+20%	+$275K	1.14%	22
2017 Q3	$1.35M	Buy	16,500 +473	+3%	+$37.6K	1.03%	31
2017 Q2	$1.29M	Buy	16,027 +1,780	+12%	+$146K	1.06%	29
2017 Q1	$1.17M	Buy	14,247 +4,529	+47%	+$378K	0.98%	32
2016 Q4	$877K	Buy	+9,718	New	+$849K	0.8%	35

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Access Financial Services's XOM Position: Q3 2019 in Review

Access Financial Services sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 15,477 shares — an estimated $1.19M sold.

Access Financial Services first reported a position in XOM in Q4 2016 and held it in 11 quarters. The position peaked at $1.77M in Q3 2018. 2,514 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Access Financial Services reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
Access Financial Services sold 15,477 ExxonMobil shares in Q3 2019, an estimated $1.19M.
Access Financial Services first reported a position in ExxonMobil in Q4 2016 and held it in 11 quarters.
Access Financial Services's ExxonMobil position peaked at $1.77M in Q3 2018.
2,514 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Access Financial Services's 13F filing for Q3 2019, filed 1 Nov 2019.