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American Economic Planning Group’s ExxonMobil XOM Stock Holding History

American Economic Planning 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
Q3 		$1.34M Sell
18,927
-210
-1% -$15.2K 0.37% 25
2019
Q2 		$1.47M Buy
19,137
+537
+3% +$41.6K 0.44% 21
2019
Q1 		$1.5M Sell
18,600
-26
-0.1% -$1.98K 0.47% 19
2018
Q4 		$1.27M Sell
18,626
-760
-4% -$59.6K 0.41% 20
2018
Q3 		$1.65M Sell
19,386
-455
-2% -$37.2K 0.58% 15
2018
Q2 		$1.64M Buy
19,841
+142
+0.7% +$11.3K 0.61% 13
2018
Q1 		$1.47M Sell
19,699
-438
-2% -$35K 0.54% 16
2017
Q4 		$1.68M Buy
20,137
+517
+3% +$42.8K 0.62% 12
2017
Q3 		$1.61M Sell
19,620
-2,442
-11% -$194K 0.61% 12
2017
Q2 		$1.78M Buy
22,062
+97
+0.4% +$7.94K 0.7% 11
2017
Q1 		$1.8M Sell
21,965
-425
-2% -$35.5K 0.72% 12
2016
Q4 		$2.02M Buy
22,390
+1,754
+8% +$153K 0.86% 10
2016
Q3 		$1.8M Buy
20,636
+85
+0.4% +$7.54K 0.72% 12
2016
Q2 		$1.93M Sell
20,551
-6,822
-25% -$603K 0.78% 11
2016
Q1 		$2.29M Buy
27,373
+8,481
+45% +$679K 0.93% 8
2015
Q4 		$1.47M Buy
18,892
+22
+0.1% +$1.76K 0.57% 12
2015
Q3 		$1.4M Buy
18,870
+11
+0.1% +$848 0.62% 9
2015
Q2 		$1.57M Sell
18,859
-569
-3% -$48.9K 0.65% 9
2015
Q1 		$1.65M Buy
19,428
+78
+0.4% +$6.92K 0.63% 10
2014
Q4 		$1.79M Buy
19,350
+73
+0.4% +$6.81K 0.69% 9
2014
Q3 		$1.81M Buy
19,277
+11
+0.1% +$1.1K 0.71% 9
2014
Q2 		$1.94M Buy
19,266
+6,266
+48% +$632K 0.71% 9
2014
Q1 		$1.27M Sell
13,000
-21
-0.2% -$2K 0.5% 10
2013
Q4 		$1.32M Buy
13,021
+1,751
+16% +$162K 0.48% 12
2013
Q3 		$970K Sell
11,270
-18
-0.2% -$1.62K 0.4% 10
2013
Q2 		$1.02M Buy
+11,288
New +$1.02M 0.39% 10

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

American Economic Planning Group's XOM Position: Q3 2019 in Review

American Economic Planning Group reduced its ExxonMobil (XOM) stake by 1.1% in Q3 2019, selling an estimated $15.2K and leaving 18,927 shares worth $1.34M. The position accounts for 0.37% of the portfolio, ranked #25.

American Economic Planning Group first reported a position in XOM in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.29M in Q1 2016. 2,514 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

  • American Economic Planning Group held 18,927 shares of ExxonMobil worth $1.34M as of Q3 2019.
  • American Economic Planning Group sold 210 ExxonMobil shares in Q3 2019, an estimated $15.2K.
  • ExxonMobil made up 0.37% of American Economic Planning Group's portfolio in Q3 2019, its #25 holding.
  • American Economic Planning Group first reported a position in ExxonMobil in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's ExxonMobil position peaked at $2.29M in Q1 2016.
  • 2,514 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.