BIA
XOM icon

BMT Investment Advisors’s ExxonMobil XOM Stock Holding History

BMT Investment Advisors’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 		$758K Hold
19,950
– – 0.48% 73
2019
Q4 		$1.39M Hold
19,950
– – 0.64% 75
2019
Q3 		$1.41M Buy
+19,950
New +$1.44M 0.72% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BMT Investment Advisors's XOM Position: Q1 2020 in Review

BMT Investment Advisors held its ExxonMobil (XOM) position steady in Q1 2020 at 19,950 shares worth $758K. The position accounts for 0.48% of the portfolio, ranked #73.

BMT Investment Advisors first reported a position in XOM in Q3 2019 and has held it in 3 quarters since. The position peaked at $1.41M in Q3 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • BMT Investment Advisors held 19,950 shares of ExxonMobil worth $758K as of Q1 2020.
  • BMT Investment Advisors left its ExxonMobil share count unchanged in Q1 2020.
  • ExxonMobil made up 0.48% of BMT Investment Advisors's portfolio in Q1 2020, its #73 holding.
  • BMT Investment Advisors first reported a position in ExxonMobil in Q3 2019 and has held it in 3 quarters since.
  • BMT Investment Advisors's ExxonMobil position peaked at $1.41M in Q3 2019.
  • 2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.