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Barrington Strategic Wealth Management Group’s ExxonMobil XOM Stock Holding History

Barrington Strategic Wealth Management 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
2017
Q3 		$1.78M Sell
21,753
-7,761
-26% -$616K 0.9% 31
2017
Q2 		$2.38M Sell
29,514
-562
-2% -$46K 1.21% 19
2017
Q1 		$2.47M Sell
30,076
-860
-3% -$71.8K 1.28% 19
2016
Q4 		$2.79M Sell
30,936
-85
-0.3% -$7.43K 1.5% 17
2016
Q3 		$2.71M Buy
31,021
+796
+3% +$70.6K 1.53% 15
2016
Q2 		$2.83M Sell
30,225
-760
-2% -$67.2K 1.62% 11
2016
Q1 		$2.59M Sell
30,985
-821
-3% -$65.8K 1.5% 13
2015
Q4 		$2.48M Sell
31,806
-455
-1% -$36.4K 1.45% 17
2015
Q3 		$2.4M Buy
32,261
+57
+0.2% +$4.39K 1.53% 17
2015
Q2 		$2.68M Buy
32,204
+4,780
+17% +$411K 1.61% 14
2015
Q1 		$2.33M Buy
27,424
+54
+0.2% +$4.79K 1.43% 20
2014
Q4 		$2.53M Buy
27,370
+61
+0.2% +$5.69K 1.62% 14
2014
Q3 		$2.57M Sell
27,309
-3,650
-12% -$364K 1.66% 11
2014
Q2 		$3.12M Sell
30,959
-755
-2% -$76.2K 1.98% 6
2014
Q1 		$3.1M Sell
31,714
-293
-0.9% -$27.9K 2.02% 7
2013
Q4 		$3.24M Buy
32,007
+2,210
+7% +$204K 2.16% 6
2013
Q3 		$2.56M Buy
29,797
+666
+2% +$60K 2.27% 7
2013
Q2 		$2.63M Buy
+29,131
New +$2.62M 2.16% 9

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrington Strategic Wealth Management Group's XOM Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its ExxonMobil (XOM) stake by 26% in Q3 2017, selling an estimated $616K and leaving 21,753 shares worth $1.78M. The position accounts for 0.9% of the portfolio, ranked #31.

Barrington Strategic Wealth Management Group first reported a position in XOM in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.24M in Q4 2013. 2,210 funds tracked by Wall St. Rank hold XOM as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 21,753 shares of ExxonMobil worth $1.78M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 7,761 ExxonMobil shares in Q3 2017, an estimated $616K.
  • ExxonMobil made up 0.9% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #31 holding.
  • Barrington Strategic Wealth Management Group first reported a position in ExxonMobil in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's ExxonMobil position peaked at $3.24M in Q4 2013.
  • 2,210 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.