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Asset Planning Services (Pennsylvania)’s ExxonMobil XOM Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-527
Closed -$37K – 265
2019
Q3 		$37K Buy
527
+6
+1% +$434 0.02% 147
2019
Q2 		$40K Sell
521
-193
-27% -$14.9K 0.02% 142
2019
Q1 		$58K Buy
714
+7
+1% +$534 0.03% 121
2018
Q4 		$48K Buy
707
+7
+1% +$549 0.02% 127
2018
Q3 		$58K Sell
700
-23
-3% -$1.88K 0.03% 119
2018
Q2 		$60K Sell
723
-246
-25% -$19.6K 0.03% 118
2018
Q1 		$72K Sell
969
-1,448
-60% -$116K 0.04% 109
2017
Q4 		$202K Sell
2,417
-377
-13% -$31.2K 0.1% 68
2017
Q3 		$229K Sell
2,794
-212
-7% -$16.8K 0.13% 65
2017
Q2 		$243K Sell
3,006
-142
-5% -$11.6K 0.16% 61
2017
Q1 		$258K Buy
3,148
+600
+24% +$50.1K 0.17% 57
2016
Q4 		$230K Sell
2,548
-115
-4% -$10K 0.18% 57
2016
Q3 		$232K Sell
2,663
-105
-4% -$9.32K 0.19% 57
2016
Q2 		$259K Hold
2,768
– – 0.22% 54
2016
Q1 		$231K Buy
2,768
+24
+0.9% +$1.92K 0.21% 56
2015
Q4 		$214K Buy
2,744
+2,712
+8,475% +$217K 0.21% 52
2015
Q3 		$2K Hold
32
– – ﹤0.01% 220
2015
Q2 		$3K Buy
+32
New +$2.75K ﹤0.01% 226

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s XOM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 527 shares — an estimated $37K sold.

Asset Planning Services (Pennsylvania) first reported a position in XOM in Q2 2015 and held it in 18 quarters. The position peaked at $259K in Q2 2016. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 527 ExxonMobil shares in Q4 2019, an estimated $37K.
  • Asset Planning Services (Pennsylvania) first reported a position in ExxonMobil in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s ExxonMobil position peaked at $259K in Q2 2016.
  • 2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.