Aris Wealth Services’s ExxonMobil XOM Stock Holding History

Aris Wealth Services’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
2015 Q3	$1.59M	Sell	21,428 -16,400	-43%	-$1.26M	3.34%	8
2015 Q2	$3.15M	Sell	37,828 -2,407	-6%	-$207K	2.88%	5
2015 Q1	$3.42M	Sell	40,235 -3,665	-8%	-$325K	3.19%	5
2014 Q4	$4.06M	Buy	43,900 +1,385	+3%	+$129K	4.52%	3
2014 Q3	$4M	Sell	42,515 -790	-2%	-$78.7K	4.96%	3
2014 Q2	$4.36M	Sell	43,305 -2,983	-6%	-$301K	5.7%	2
2014 Q1	$4.52M	Sell	46,288 -4,360	-9%	-$416K	6.62%	1
2013 Q4	$5.13M	Buy	50,648 +1,830	+4%	+$169K	8.62%	1
2013 Q3	$4.2M	Sell	48,818 -546	-1%	-$49.2K	7.69%	1
2013 Q2	$4.46M	Buy	+49,364	New	+$4.44M	9.54%	1

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aris Wealth Services's XOM Position: Q3 2015 in Review

Aris Wealth Services reduced its ExxonMobil (XOM) stake by 43% in Q3 2015, selling an estimated $1.26M and leaving 21,428 shares worth $1.59M. The position accounts for 3.34% of the portfolio, ranked #8.

Aris Wealth Services first reported a position in XOM in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.13M in Q4 2013. 2,017 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

Aris Wealth Services held 21,428 shares of ExxonMobil worth $1.59M as of Q3 2015.
Aris Wealth Services sold 16,400 ExxonMobil shares in Q3 2015, an estimated $1.26M.
ExxonMobil made up 3.34% of Aris Wealth Services's portfolio in Q3 2015, its #8 holding.
Aris Wealth Services first reported a position in ExxonMobil in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's ExxonMobil position peaked at $5.13M in Q4 2013.
2,017 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.