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Argent Wealth Management’s ExxonMobil XOM Stock Holding History

Argent Wealth 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
2020
Q2 		$832K Sell
19,350
-653
-3% -$29.3K 0.14% 82
2020
Q1 		$810K Buy
20,003
+3,952
+25% +$218K 0.16% 75
2019
Q4 		$1.12M Buy
+16,051
New +$1.11M 0.19% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Argent Wealth Management's XOM Position: Q2 2020 in Review

Argent Wealth Management reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2020, selling an estimated $29.3K and leaving 19,350 shares worth $832K. The position accounts for 0.14% of the portfolio, ranked #82.

Argent Wealth Management first reported a position in XOM in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2019. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

  • Argent Wealth Management held 19,350 shares of ExxonMobil worth $832K as of Q2 2020.
  • Argent Wealth Management sold 653 ExxonMobil shares in Q2 2020, an estimated $29.3K.
  • ExxonMobil made up 0.14% of Argent Wealth Management's portfolio in Q2 2020, its #82 holding.
  • Argent Wealth Management first reported a position in ExxonMobil in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's ExxonMobil position peaked at $1.12M in Q4 2019.
  • 2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.