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BOIA
Bush ODonnell Investment Advisors’s
ExxonMobil
XOM
Stock Holding History
Bush ODonnell 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
2018
Q2
–
Sell
-6,670
Closed
-$498K
–
27
2018
Q1
$498K
Sell
6,670
-200
-3%
-$16K
0.7%
22
2017
Q4
$575K
Hold
6,870
–
–
0.47%
26
2017
Q3
$563K
Hold
6,870
–
–
0.43%
29
2017
Q2
$555K
Hold
6,870
–
–
0.34%
33
2017
Q1
$563K
Hold
6,870
–
–
0.35%
36
2016
Q4
$620K
Hold
6,870
–
–
0.41%
35
2016
Q3
$600K
Hold
6,870
–
–
0.4%
35
2016
Q2
$644K
Hold
6,870
–
–
0.43%
32
2016
Q1
$574K
Hold
6,870
–
–
0.39%
32
2015
Q4
$536K
Hold
6,870
–
–
0.37%
29
2015
Q3
$511K
Hold
6,870
–
–
0.36%
26
2015
Q2
$572K
Hold
6,870
–
–
0.35%
26
2015
Q1
$584K
Hold
6,870
–
–
0.35%
28
2014
Q4
$635K
Hold
6,870
–
–
0.34%
25
2014
Q3
$646K
Hold
6,870
–
–
0.38%
27
2014
Q2
$692K
Sell
6,870
-400
-6%
-$40.3K
0.39%
32
2014
Q1
$710K
Hold
7,270
–
–
0.36%
31
2013
Q4
$736K
Sell
7,270
-13,355
-65%
-$1.23M
0.39%
29
2013
Q3
$1.77M
Sell
20,625
-1,150
-5%
-$104K
0.85%
21
2013
Q2
$1.97M
Buy
+21,775
New
+$1.96M
0.98%
21
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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