Biegel & Waller’s ExxonMobil XOM Stock Holding History

Biegel & Waller’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 Q3	$245K	Buy	3,473 +51	+1%	+$3.69K	0.14%	62
2019 Q2	$262K	Sell	3,422 -92	-3%	-$7.12K	0.13%	67
2019 Q1	$284K	Buy	3,514 +206	+6%	+$15.7K	0.15%	59
2018 Q4	$226K	Buy	3,308 +107	+3%	+$8.39K	0.13%	62
2018 Q3	$272K	Buy	3,201 +114	+4%	+$9.32K	0.16%	58
2018 Q2	$255K	Buy	3,087 +5	+0.2%	+$398	0.16%	56
2018 Q1	$230K	Buy	3,082 +5	+0.2%	+$400	0.15%	47
2017 Q4	$257K	Sell	3,077 -284	-8%	-$23.5K	0.15%	46
2017 Q3	$276K	Buy	3,361 +250	+8%	+$19.9K	0.17%	38
2017 Q2	$251K	Sell	3,111 -2,350	-43%	-$192K	0.15%	46
2017 Q1	$448K	Buy	5,461 +211	+4%	+$17.6K	0.31%	22
2016 Q4	$449K	Buy	+5,250	New	+$459K	0.31%	25

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Biegel & Waller's XOM Position: Q3 2019 in Review

Biegel & Waller increased its ExxonMobil (XOM) stake by 1.5% in Q3 2019, buying an estimated $3.69K and bringing the position to 3,473 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #62.

Biegel & Waller first reported a position in XOM in Q4 2016 and has held it in 12 quarters since. The position peaked at $449K in Q4 2016. 2,515 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Biegel & Waller held 3,473 shares of ExxonMobil worth $245K as of Q3 2019.
Biegel & Waller bought 51 ExxonMobil shares in Q3 2019, an estimated $3.69K.
ExxonMobil made up 0.14% of Biegel & Waller's portfolio in Q3 2019, its #62 holding.
Biegel & Waller first reported a position in ExxonMobil in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's ExxonMobil position peaked at $449K in Q4 2016.
2,515 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.