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Bellwether Investment Group’s ExxonMobil XOM Stock Holding History

Bellwether Investment 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
Q4 		$286K Buy
3,422
+67
+2% +$5.54K 1.15% 31
2017
Q3 		$275K Hold
3,355
– – 1.29% 33
2017
Q2 		$271K Buy
3,355
+44
+1% +$3.6K 1.26% 38
2017
Q1 		$272K Sell
3,311
-14,917
-82% -$1.25M 0.72% 35
2016
Q4 		$1.65M Buy
+18,228
New +$1.59M 1.48% 9
2016
Q2 		$1.6M Buy
+17,048
New +$1.51M 1.75% 7

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bellwether Investment Group's XOM Position: Q4 2017 in Review

Bellwether Investment Group increased its ExxonMobil (XOM) stake by 2% in Q4 2017, buying an estimated $5.54K and bringing the position to 3,422 shares worth $286K. The position accounts for 1.15% of the portfolio, ranked #31.

Bellwether Investment Group first reported a position in XOM in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2016. 2,444 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

  • Bellwether Investment Group held 3,422 shares of ExxonMobil worth $286K as of Q4 2017.
  • Bellwether Investment Group bought 67 ExxonMobil shares in Q4 2017, an estimated $5.54K.
  • ExxonMobil made up 1.15% of Bellwether Investment Group's portfolio in Q4 2017, its #31 holding.
  • Bellwether Investment Group first reported a position in ExxonMobil in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's ExxonMobil position peaked at $1.65M in Q4 2016.
  • 2,444 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.