Alliance Wealth Management Group’s ExxonMobil XOM Stock Holding History

Alliance Wealth Management 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
2018 Q2	–	Sell	-3,603	Closed	-$269K	–	71
2018 Q1	$269K	Hold	3,603	–	–	0.13%	61
2017 Q4	$302K	Sell	3,603 -4,403	-55%	-$364K	0.15%	58
2017 Q3	$658K	Buy	8,006 +4,003	+100%	+$318K	0.17%	51
2017 Q2	$324K	Hold	4,003	–	–	0.18%	51
2017 Q1	$328K	Hold	4,003	–	–	0.19%	54
2016 Q4	$362K	Hold	4,003	–	–	0.27%	26
2016 Q3	$349K	Hold	4,003	–	–	0.25%	19
2016 Q2	$375K	Buy	4,003 +619	+18%	+$54.7K	0.26%	18
2016 Q1	$283K	Hold	3,384	–	–	0.24%	18
2015 Q4	$264K	Buy	+3,384	New	+$271K	0.25%	29

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Alliance Wealth Management Group's XOM Position: Q2 2018 in Review

Alliance Wealth Management Group sold out of ExxonMobil (XOM) in Q2 2018, closing a stake of 3,603 shares — an estimated $269K sold.

Alliance Wealth Management Group first reported a position in XOM in Q4 2015 and held it in 10 quarters. The position peaked at $658K in Q3 2017. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Alliance Wealth Management Group reported no remaining ExxonMobil position as of Q2 2018 after selling out during the quarter.
Alliance Wealth Management Group sold 3,603 ExxonMobil shares in Q2 2018, an estimated $269K.
Alliance Wealth Management Group first reported a position in ExxonMobil in Q4 2015 and held it in 10 quarters.
Alliance Wealth Management Group's ExxonMobil position peaked at $658K in Q3 2017.
2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Alliance Wealth Management Group's 13F filing for Q2 2018, filed 13 Aug 2018.