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Advantage Investment Management’s ExxonMobil XOM Stock Holding History

Advantage Investment 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
2019
Q3 		$202K Buy
2,867
+464
+19% +$33.6K 0.16% 146
2019
Q2 		$184K Buy
2,403
+202
+9% +$15.6K 0.14% 157
2019
Q1 		$178K Sell
2,201
-188
-8% -$14.3K 0.14% 157
2018
Q4 		$163K Sell
2,389
-810
-25% -$63.5K 0.12% 157
2018
Q3 		$272K Sell
3,199
-1,013
-24% -$82.8K 0.18% 100
2018
Q2 		$348K Sell
4,212
-11,777
-74% -$938K 0.25% 77
2018
Q1 		$1.19M Sell
15,989
-1,102
-6% -$88.1K 0.46% 46
2017
Q4 		$1.43M Sell
17,091
-26,344
-61% -$2.18M 0.44% 53
2017
Q3 		$3.56M Buy
43,435
+3,294
+8% +$262K 1.16% 25
2017
Q2 		$3.24M Buy
40,141
+1,455
+4% +$119K 1.13% 22
2017
Q1 		$3.17M Buy
38,686
+5,936
+18% +$496K 1.26% 20
2016
Q4 		$2.96M Buy
32,750
+2,333
+8% +$204K 1.09% 24
2016
Q3 		$2.65M Buy
30,417
+1,948
+7% +$173K 0.97% 27
2016
Q2 		$2.67M Sell
28,469
-2,950
-9% -$261K 1.25% 22
2016
Q1 		$2.63M Buy
31,419
+27,503
+702% +$2.2M 1.13% 20
2015
Q4 		$305K Buy
3,916
+78
+2% +$6.24K 0.16% 106
2015
Q3 		$285K Buy
3,838
+217
+6% +$16.7K 0.16% 98
2015
Q2 		$301K Buy
3,621
+36
+1% +$3.1K 0.15% 112
2015
Q1 		$305K Sell
3,585
-1,377
-28% -$122K 0.17% 111
2014
Q4 		$459K Buy
+4,962
New +$463K 0.34% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advantage Investment Management's XOM Position: Q3 2019 in Review

Advantage Investment Management increased its ExxonMobil (XOM) stake by 19% in Q3 2019, buying an estimated $33.6K and bringing the position to 2,867 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #146.

Advantage Investment Management first reported a position in XOM in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.56M in Q3 2017. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

  • Advantage Investment Management held 2,867 shares of ExxonMobil worth $202K as of Q3 2019.
  • Advantage Investment Management bought 464 ExxonMobil shares in Q3 2019, an estimated $33.6K.
  • ExxonMobil made up 0.16% of Advantage Investment Management's portfolio in Q3 2019, its #146 holding.
  • Advantage Investment Management first reported a position in ExxonMobil in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's ExxonMobil position peaked at $3.56M in Q3 2017.
  • 2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.