Aviance Capital Management’s ExxonMobil XOM Stock Holding History

Aviance Capital 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
2019 Q1	$4.74M	Buy	58,690 +58,348	+17,061%	+$4.45M	0.71%	44
2018 Q4	$23K	Sell	342 -273	-44%	-$21.4K	﹤0.01%	195
2018 Q3	$52K	Sell	615 -154	-20%	-$12.6K	0.01%	178
2018 Q2	$64K	Sell	769 -115	-13%	-$9.16K	0.01%	177
2018 Q1	$66K	Sell	884 -68	-7%	-$5.44K	0.01%	213
2017 Q4	$80K	Sell	952 -1,150	-55%	-$95.1K	0.01%	224
2017 Q3	$172K	Sell	2,102 -8,649	-80%	-$687K	0.01%	180
2017 Q2	$868K	Sell	10,751 -145,608	-93%	-$11.9M	0.05%	128
2017 Q1	$12.8M	Sell	156,359 -105,447	-40%	-$8.81M	0.72%	43
2016 Q4	$23.6M	Sell	261,806 -372,848	-59%	-$32.6M	1.25%	21
2016 Q3	$55.4M	Buy	634,654 +8,636	+1%	+$766K	1.54%	16
2016 Q2	$58.7M	Buy	626,018 +54,067	+9%	+$4.78M	1.76%	13
2016 Q1	$47.8M	Buy	571,951 +156,970	+38%	+$12.6M	1.58%	16
2015 Q4	$32.3M	Buy	414,981 +31,757	+8%	+$2.54M	1.06%	23
2015 Q3	$28.5M	Buy	383,224 +378,406	+7,854%	+$29.2M	1%	25
2015 Q2	$401K	Buy	+4,818	New	+$414K	0.41%	24
2014 Q4	–	Sell	-7,598	Closed	-$715K	–	336
2014 Q3	$715K	Sell	7,598 -273	-3%	-$27.2K	0.03%	199
2014 Q2	$792K	Buy	+7,871	New	+$794K	0.03%	185
2014 Q1	–	Sell	-383	Closed	-$39K	–	417
2013 Q4	$39K	Sell	383 -184	-32%	-$17K	0.02%	236
2013 Q3	$49K	Buy	+567	New	+$51.1K	0.03%	212

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviance Capital Management's XOM Position: Q1 2019 in Review

Aviance Capital Management increased its ExxonMobil (XOM) stake by 17,061% in Q1 2019, buying an estimated $4.45M and bringing the position to 58,690 shares worth $4.74M. The position accounts for 0.71% of the portfolio, ranked #44.

Aviance Capital Management first reported a position in XOM in Q3 2013 and has held it in 20 quarters since. The position peaked at $58.7M in Q2 2016. 2,559 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Aviance Capital Management held 58,690 shares of ExxonMobil worth $4.74M as of Q1 2019.
Aviance Capital Management bought 58,348 ExxonMobil shares in Q1 2019, an estimated $4.45M.
ExxonMobil made up 0.71% of Aviance Capital Management's portfolio in Q1 2019, its #44 holding.
Aviance Capital Management first reported a position in ExxonMobil in Q3 2013 and has held it in 20 quarters since.
Aviance Capital Management's ExxonMobil position peaked at $58.7M in Q2 2016.
2,559 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.