Braver Wealth Management’s ExxonMobil XOM Stock Holding History

Braver 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
2016 Q4	$6.93M	Buy	76,759 +2,692	+4%	+$235K	1.13%	18
2016 Q3	$6.46M	Buy	74,067 +6,203	+9%	+$550K	1.08%	24
2016 Q2	$6.36M	Sell	67,864 -5,540	-8%	-$490K	1.09%	23
2016 Q1	$6.14M	Buy	73,404 +32,695	+80%	+$2.62M	1.01%	26
2015 Q4	$3.17M	Buy	40,709 +1,392	+4%	+$111K	0.65%	36
2015 Q3	$2.92M	Buy	39,317 +24,433	+164%	+$1.88M	0.73%	35
2015 Q2	$1.24M	Buy	14,884 +10,568	+245%	+$909K	0.3%	56
2015 Q1	$367K	Sell	4,316 -195	-4%	-$17.3K	0.08%	75
2014 Q4	$417K	Buy	4,511 +907	+25%	+$84.6K	0.09%	70
2014 Q3	$339K	Sell	3,604 -6,967	-66%	-$694K	0.1%	63
2014 Q2	$1.06M	Buy	10,571 +6,559	+163%	+$662K	0.27%	55
2014 Q1	$392K	Sell	4,012 -12,866	-76%	-$1.23M	0.11%	63
2013 Q4	$1.71M	Sell	16,878 -423	-2%	-$39.1K	0.59%	30
2013 Q3	$1.49M	Buy	17,301 +1,198	+7%	+$108K	0.51%	35
2013 Q2	$1.46M	Buy	+16,103	New	+$1.45M	0.67%	29

Other funds holding XOM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Braver Wealth Management's XOM Position: Q4 2016 in Review

Braver Wealth Management increased its ExxonMobil (XOM) stake by 3.6% in Q4 2016, buying an estimated $235K and bringing the position to 76,759 shares worth $6.93M. The position accounts for 1.13% of the portfolio, ranked #18.

Braver Wealth Management first reported a position in XOM in Q2 2013 and has held it in 15 quarters since. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

Braver Wealth Management held 76,759 shares of ExxonMobil worth $6.93M as of Q4 2016.
Braver Wealth Management bought 2,692 ExxonMobil shares in Q4 2016, an estimated $235K.
ExxonMobil made up 1.13% of Braver Wealth Management's portfolio in Q4 2016, its #18 holding.
Braver Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 15 quarters since.
2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.