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AFAM Capital’s ExxonMobil XOM Stock Holding History

AFAM Capital’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
2018
Q3 		$5.97M Buy
70,280
+6,346
+10% +$519K 0.83% 47
2018
Q2 		$5.29M Buy
63,934
+577
+0.9% +$46K 0.77% 54
2018
Q1 		$4.73M Sell
63,357
-805
-1% -$64.3K 0.52% 92
2017
Q4 		$5.37M Buy
64,162
+50
+0.1% +$4.13K 0.59% 77
2017
Q3 		$5.26M Buy
64,112
+1,178
+2% +$93.5K 0.63% 71
2017
Q2 		$5.08M Buy
62,934
+1,689
+3% +$138K 0.65% 67
2017
Q1 		$5.02M Buy
61,245
+756
+1% +$63.2K 0.7% 62
2016
Q4 		$5.46M Sell
60,489
-10
-0% -$874 0.83% 48
2016
Q3 		$5.28M Sell
60,499
-980
-2% -$86.9K 0.84% 41
2016
Q2 		$5.76M Sell
61,479
-910
-1% -$80.5K 0.95% 28
2016
Q1 		$5.21M Sell
62,389
-944
-1% -$75.6K 0.85% 45
2015
Q4 		$4.94M Sell
63,333
-295
-0.5% -$23.6K 0.76% 56
2015
Q3 		$4.73M Buy
63,628
+360
+0.6% +$27.7K 0.72% 69
2015
Q2 		$5.26M Sell
63,268
-6,324
-9% -$544K 0.7% 73
2015
Q1 		$5.92M Buy
69,592
+8,068
+13% +$715K 0.76% 59
2014
Q4 		$5.69M Sell
61,524
-120
-0.2% -$11.2K 0.72% 58
2014
Q3 		$5.8M Buy
61,644
+932
+2% +$92.8K 0.73% 58
2014
Q2 		$6.11M Sell
60,712
-4,491
-7% -$453K 0.77% 56
2014
Q1 		$6.37M Buy
65,203
+693
+1% +$66.1K 0.86% 42
2013
Q4 		$6.53M Sell
64,510
-571
-0.9% -$52.8K 0.88% 35
2013
Q3 		$5.6M Buy
65,081
+613
+1% +$55.3K 0.77% 49
2013
Q2 		$5.83M Buy
+64,468
New +$5.8M 0.81% 41

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AFAM Capital's XOM Position: Q3 2018 in Review

AFAM Capital increased its ExxonMobil (XOM) stake by 9.9% in Q3 2018, buying an estimated $519K and bringing the position to 70,280 shares worth $5.97M. The position accounts for 0.83% of the portfolio, ranked #47.

AFAM Capital first reported a position in XOM in Q2 2013 and has held it in 22 quarters since. The position peaked at $6.53M in Q4 2013. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • AFAM Capital held 70,280 shares of ExxonMobil worth $5.97M as of Q3 2018.
  • AFAM Capital bought 6,346 ExxonMobil shares in Q3 2018, an estimated $519K.
  • ExxonMobil made up 0.83% of AFAM Capital's portfolio in Q3 2018, its #47 holding.
  • AFAM Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 22 quarters since.
  • AFAM Capital's ExxonMobil position peaked at $6.53M in Q4 2013.
  • 2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.