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Accurate Investment Solutions’s ExxonMobil XOM Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-26,999
Closed -$1.02M – 413
2020
Q1 		$1.02M Sell
26,999
-22,030
-45% -$1.22M 0.83% 31
2019
Q4 		$3.42M Sell
49,029
-871
-2% -$60.2K 2.23% 22
2019
Q3 		$3.52M Sell
49,900
-670
-1% -$48.4K 2.57% 23
2019
Q2 		$3.88M Buy
50,570
+1,289
+3% +$99.8K 2.95% 18
2019
Q1 		$3.98M Buy
49,281
+9,197
+23% +$701K 3.13% 13
2018
Q4 		$2.73M Sell
40,084
-7,811
-16% -$613K 2.47% 23
2018
Q3 		$4.07M Buy
47,895
+348
+0.7% +$28.5K 2.82% 13
2018
Q2 		$3.93M Buy
47,547
+2,144
+5% +$171K 2.89% 10
2018
Q1 		$3.39M Buy
45,403
+3,218
+8% +$257K 2.56% 20
2017
Q4 		$3.53M Sell
42,185
-2,654
-6% -$220K 2.59% 17
2017
Q3 		$3.68M Buy
44,839
+1,071
+2% +$85K 2.77% 15
2017
Q2 		$3.53M Buy
43,768
+997
+2% +$81.6K 2.91% 11
2017
Q1 		$3.51M Buy
42,771
+5,143
+14% +$430K 2.84% 16
2016
Q4 		$3.4M Buy
37,628
+531
+1% +$46.4K 3.03% 8
2016
Q3 		$3.24M Buy
37,097
+731
+2% +$64.9K 2.96% 8
2016
Q2 		$3.41M Sell
36,366
-2,198
-6% -$194K 3.66% 1
2016
Q1 		$3.22M Buy
38,564
+6,900
+22% +$553K 3.08% 3
2015
Q4 		$2.47M Buy
+31,664
New +$2.53M 2.26% 15

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accurate Investment Solutions's XOM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of ExxonMobil (XOM) in Q2 2020, closing a stake of 26,999 shares — an estimated $1.02M sold.

Accurate Investment Solutions first reported a position in XOM in Q4 2015 and held it in 18 quarters. The position peaked at $4.07M in Q3 2018. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining ExxonMobil position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 26,999 ExxonMobil shares in Q2 2020, an estimated $1.02M.
  • Accurate Investment Solutions first reported a position in ExxonMobil in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's ExxonMobil position peaked at $4.07M in Q3 2018.
  • 2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.