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Advisor Group’s ExxonMobil XOM Stock Holding History

Advisor Group’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
Q4 		$53.2M Buy
762,056
+30,904
+4% +$2.14M 0.37% 45
2019
Q3 		$51.6M Sell
731,152
-25,561
-3% -$1.85M 0.38% 45
2019
Q2 		$58M Buy
756,713
+5,310
+0.7% +$411K 0.44% 39
2019
Q1 		$60.7M Buy
751,403
+32,720
+5% +$2.49M 0.5% 32
2018
Q4 		$49M Buy
718,683
+2,349
+0.3% +$184K 0.48% 38
2018
Q3 		$60.9M Buy
716,334
+94,591
+15% +$7.73M 0.61% 27
2018
Q2 		$51.4M Sell
621,743
-60,711
-9% -$4.84M 0.71% 19
2018
Q1 		$50.9M Sell
682,454
-18,471
-3% -$1.48M 0.7% 19
2017
Q4 		$58.6M Buy
700,925
+50,145
+8% +$4.15M 0.78% 17
2017
Q3 		$53.4M Buy
650,780
+9,008
+1% +$715K 0.84% 16
2017
Q2 		$51.8M Buy
641,772
+35,411
+6% +$2.9M 0.91% 12
2017
Q1 		$49.7M Buy
606,361
+20,335
+3% +$1.7M 1% 9
2016
Q4 		$52.9M Buy
586,026
+3,795
+0.7% +$332K 1.2% 6
2016
Q3 		$50.8M Buy
582,231
+31,727
+6% +$2.81M 1.22% 5
2016
Q2 		$51.6M Buy
+550,504
New +$48.7M 1.36% 4

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

Advisor Group's XOM Position: Q4 2019 in Review

Advisor Group increased its ExxonMobil (XOM) stake by 4.2% in Q4 2019, buying an estimated $2.14M and bringing the position to 762,056 shares worth $53.2M. The position accounts for 0.37% of the portfolio, ranked #45.

Advisor Group first reported a position in XOM in Q2 2016 and has held it in 15 quarters since. The position peaked at $60.9M in Q3 2018. 2,733 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • Advisor Group held 762,056 shares of ExxonMobil worth $53.2M as of Q4 2019.
  • Advisor Group bought 30,904 ExxonMobil shares in Q4 2019, an estimated $2.14M.
  • ExxonMobil made up 0.37% of Advisor Group's portfolio in Q4 2019, its #45 holding.
  • Advisor Group first reported a position in ExxonMobil in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's ExxonMobil position peaked at $60.9M in Q3 2018.
  • 2,733 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.