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

Other funds holding XOM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bush ODonnell Investment Advisors's XOM Position: Q2 2018 in Review

Bush ODonnell Investment Advisors sold out of ExxonMobil (XOM) in Q2 2018, closing a stake of 6,670 shares — an estimated $498K sold.

Bush ODonnell Investment Advisors first reported a position in XOM in Q2 2013 and held it in 20 quarters. The position peaked at $1.97M in Q2 2013. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Bush ODonnell Investment Advisors reported no remaining ExxonMobil position as of Q2 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 6,670 ExxonMobil shares in Q2 2018, an estimated $498K.
Bush ODonnell Investment Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 20 quarters.
Bush ODonnell Investment Advisors's ExxonMobil position peaked at $1.97M in Q2 2013.
2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.