Chessman Wealth Strategies RIA’s ExxonMobil XOM Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q2	–	Sell	-6,680	Closed	-$540K	–	23
2019 Q1	$540K	Buy	6,680 +1,470	+28%	+$112K	0.46%	12
2018 Q4	$355K	Buy	5,210 +352	+7%	+$27.6K	0.38%	16
2018 Q3	$413K	Buy	4,858 +1	+0%	+$82	0.36%	19
2018 Q2	$402K	Buy	4,857 +1	+0%	+$80	0.35%	18
2018 Q1	$362K	Sell	4,856 -542	-10%	-$43.3K	0.46%	18
2017 Q4	$452K	Buy	+5,398	New	+$446K	0.45%	20

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Chessman Wealth Strategies RIA's XOM Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of ExxonMobil (XOM) in Q2 2019, closing a stake of 6,680 shares — an estimated $540K sold.

Chessman Wealth Strategies RIA first reported a position in XOM in Q4 2017 and held it in 6 quarters. The position peaked at $540K in Q1 2019. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

Chessman Wealth Strategies RIA reported no remaining ExxonMobil position as of Q2 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 6,680 ExxonMobil shares in Q2 2019, an estimated $540K.
Chessman Wealth Strategies RIA first reported a position in ExxonMobil in Q4 2017 and held it in 6 quarters.
Chessman Wealth Strategies RIA's ExxonMobil position peaked at $540K in Q1 2019.
2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.