Bernicke Wealth Management’s ExxonMobil XOM Stock Holding History

Bernicke Wealth 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
2020 Q2	$299K	Buy	6,675 +566	+9%	+$25.4K	0.22%	47
2020 Q1	$232K	Buy	+6,109	New	+$337K	0.14%	44
2015 Q1	–	Sell	-12,180	Closed	-$1.13M	–	51
2014 Q4	$1.13M	Buy	+12,180	New	+$1.14M	1.11%	30

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bernicke Wealth Management's XOM Position: Q2 2020 in Review

Bernicke Wealth Management increased its ExxonMobil (XOM) stake by 9.3% in Q2 2020, buying an estimated $25.4K and bringing the position to 6,675 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #47.

Bernicke Wealth Management first reported a position in XOM in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2014. 2,471 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Bernicke Wealth Management held 6,675 shares of ExxonMobil worth $299K as of Q2 2020.
Bernicke Wealth Management bought 566 ExxonMobil shares in Q2 2020, an estimated $25.4K.
ExxonMobil made up 0.22% of Bernicke Wealth Management's portfolio in Q2 2020, its #47 holding.
Bernicke Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 3 quarters since.
Bernicke Wealth Management's ExxonMobil position peaked at $1.13M in Q4 2014.
2,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.