British Steel Pension Fund’s ExxonMobil XOM Stock Holding History

British Steel Pension Fund’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	-4,976	Closed	-$347K	–	165
2019 Q4	$347K	Hold	4,976	–	–	0.06%	54
2019 Q3	$351K	Sell	4,976 -3,495	-41%	-$253K	0.06%	54
2019 Q2	$649K	Sell	8,471 -9,262	-52%	-$717K	0.1%	51
2019 Q1	$1.43M	Sell	17,733 -1,874	-10%	-$143K	0.25%	42
2018 Q4	$1.67M	Buy	+19,607	New	+$1.54M	0.28%	42
2018 Q2	$2.42M	Sell	29,276 -36,798	-56%	-$2.93M	0.39%	42
2018 Q1	$5.53M	Hold	66,074	–	–	0.65%	37
2017 Q4	$5.53M	Hold	66,074	–	–	0.65%	37
2017 Q3	$5.42M	Sell	66,074 -16,404	-20%	-$1.3M	0.65%	38
2017 Q2	$6.66M	Hold	82,478	–	–	0.73%	35
2017 Q1	$6.76M	Sell	82,478 -6,697	-8%	-$559K	0.76%	33
2016 Q4	$8.05M	Hold	89,175	–	–	1.02%	23
2016 Q3	$7.78M	Buy	89,175 +13,000	+17%	+$1.15M	1%	23
2016 Q2	$7.14M	Sell	76,175 -57,709	-43%	-$5.1M	0.99%	20
2016 Q1	$11.2M	Sell	133,884 -25,440	-16%	-$2.04M	1.13%	18
2015 Q4	$12.4M	Buy	+159,324	New	+$12.7M	1.25%	18
2015 Q2	$12.8M	Hold	154,235	–	–	1.23%	20
2015 Q1	$13.1M	Sell	154,235 -22,000	-12%	-$1.95M	1.27%	13
2014 Q4	$16.3M	Hold	176,235	–	–	1.57%	10
2014 Q3	$16.6M	Sell	176,235 -19,590	-10%	-$1.95M	1.65%	9
2014 Q2	$19.7M	Hold	195,825	–	–	1.86%	7
2014 Q1	$19.1M	Sell	195,825 -13,641	-7%	-$1.3M	1.91%	7
2013 Q4	$21.2M	Buy	209,466 +23,984	+13%	+$2.22M	2.07%	7
2013 Q3	$16M	Sell	185,482 -11,751	-6%	-$1.06M	1.65%	7
2013 Q2	$17.8M	Buy	+197,233	New	+$17.7M	1.84%	6

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

British Steel Pension Fund's XOM Position: Q1 2020 in Review

British Steel Pension Fund sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 4,976 shares — an estimated $347K sold.

British Steel Pension Fund first reported a position in XOM in Q2 2013 and held it in 25 quarters. The position peaked at $21.2M in Q4 2013. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

British Steel Pension Fund reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 4,976 ExxonMobil shares in Q1 2020, an estimated $347K.
British Steel Pension Fund first reported a position in ExxonMobil in Q2 2013 and held it in 25 quarters.
British Steel Pension Fund's ExxonMobil position peaked at $21.2M in Q4 2013.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.