Constellation Wealth Advisors’s ExxonMobil XOM Stock Holding History

Constellation Wealth 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
2015 Q3	$238K	Hold	3,200	–	–	0.03%	79
2015 Q2	$266K	Hold	3,200	–	–	0.02%	168
2015 Q1	$272K	Hold	3,200	–	–	0.02%	168
2014 Q4	$296K	Hold	3,200	–	–	0.02%	159
2014 Q3	$301K	Hold	3,200	–	–	0.03%	168
2014 Q2	$322K	Buy	+3,200	New	+$323K	0.04%	150

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

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

BFA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Constellation Wealth Advisors's XOM Position: Q3 2015 in Review

Constellation Wealth Advisors held its ExxonMobil (XOM) position steady in Q3 2015 at 3,200 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #79.

Constellation Wealth Advisors first reported a position in XOM in Q2 2014 and has held it in 6 quarters since. The position peaked at $322K in Q2 2014. 2,018 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

Constellation Wealth Advisors held 3,200 shares of ExxonMobil worth $238K as of Q3 2015.
Constellation Wealth Advisors left its ExxonMobil share count unchanged in Q3 2015.
ExxonMobil made up 0.03% of Constellation Wealth Advisors's portfolio in Q3 2015, its #79 holding.
Constellation Wealth Advisors first reported a position in ExxonMobil in Q2 2014 and has held it in 6 quarters since.
Constellation Wealth Advisors's ExxonMobil position peaked at $322K in Q2 2014.
2,018 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.