Blue Chip Wealth Management’s ExxonMobil XOM Stock Holding History

Blue Chip 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 Q1	–	Sell	-3,196	Closed	-$223K	–	110
2019 Q4	$223K	Sell	3,196 -703	-18%	-$48.6K	0.21%	98
2019 Q3	$275K	Sell	3,899 -204	-5%	-$14.8K	0.29%	76
2019 Q2	$314K	Sell	4,103 -541	-12%	-$41.9K	0.33%	68
2019 Q1	$375K	Sell	4,644 -946	-17%	-$72.1K	0.43%	61
2018 Q4	$381K	Sell	5,590 -306	-5%	-$24K	0.5%	54
2018 Q3	$501K	Sell	5,896 -1,889	-24%	-$154K	0.5%	56
2018 Q2	$644K	Sell	7,785 -311	-4%	-$24.8K	0.7%	40
2018 Q1	$604K	Buy	+8,096	New	+$647K	0.62%	43

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

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

Norges Bank Oslo, Norway $935B AUM

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

Blue Chip Wealth Management's XOM Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,196 shares — an estimated $223K sold.

Blue Chip Wealth Management first reported a position in XOM in Q1 2018 and held it in 8 quarters. The position peaked at $644K in Q2 2018. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Blue Chip Wealth Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 3,196 ExxonMobil shares in Q1 2020, an estimated $223K.
Blue Chip Wealth Management first reported a position in ExxonMobil in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's ExxonMobil position peaked at $644K in Q2 2018.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.