Cramer Rosenthal McGlynn’s ExxonMobil XOM Stock Holding History

Cramer Rosenthal McGlynn’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 Q3	–	Sell	-550	Closed	-$25K	–	107
2020 Q2	$25K	Hold	550	–	–	﹤0.01%	97
2020 Q1	$21K	Hold	550	–	–	﹤0.01%	100
2019 Q4	$38K	Sell	550 -5,200	-90%	-$360K	﹤0.01%	104
2019 Q3	$406K	Hold	5,750	–	–	0.01%	114
2019 Q2	$441K	Hold	5,750	–	–	0.01%	108
2019 Q1	$465K	Hold	5,750	–	–	0.01%	116
2018 Q4	$392K	Hold	5,750	–	–	0.01%	128
2018 Q3	$489K	Hold	5,750	–	–	0.01%	129
2018 Q2	$476K	Hold	5,750	–	–	0.01%	131
2018 Q1	$429K	Hold	5,750	–	–	0.01%	137
2017 Q4	$481K	Hold	5,750	–	–	0.01%	142
2017 Q3	$471K	Hold	5,750	–	–	0.01%	148
2017 Q2	$464K	Hold	5,750	–	–	0.01%	156
2017 Q1	$472K	Hold	5,750	–	–	0.01%	192
2016 Q4	$519K	Hold	5,750	–	–	0.01%	186
2016 Q3	$502K	Hold	5,750	–	–	0.01%	188
2016 Q2	$539K	Hold	5,750	–	–	0.01%	192
2016 Q1	$481K	Hold	5,750	–	–	0.01%	190
2015 Q4	$448K	Hold	5,750	–	–	0.01%	201
2015 Q3	$428K	Hold	5,750	–	–	0.01%	212
2015 Q2	$478K	Hold	5,750	–	–	0.01%	202
2015 Q1	$489K	Sell	5,750 -4,000	-41%	-$355K	0.01%	198
2014 Q4	$901K	Hold	9,750	–	–	0.01%	190
2014 Q3	$917K	Sell	9,750 -4,500	-32%	-$448K	0.01%	189
2014 Q2	$1.44M	Hold	14,250	–	–	0.01%	201
2014 Q1	$1.39M	Sell	14,250 -100	-0.7%	-$9.53K	0.01%	206
2013 Q4	$1.45M	Sell	14,350 -200	-1%	-$18.5K	0.01%	195
2013 Q3	$1.25M	Hold	14,550	–	–	0.01%	199
2013 Q2	$1.31M	Buy	+14,550	New	+$1.31M	0.01%	207

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cramer Rosenthal McGlynn's XOM Position: Q3 2020 in Review

Cramer Rosenthal McGlynn sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 550 shares — an estimated $25K sold.

Cramer Rosenthal McGlynn first reported a position in XOM in Q2 2013 and held it in 29 quarters. The position peaked at $1.45M in Q4 2013. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Cramer Rosenthal McGlynn reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 550 ExxonMobil shares in Q3 2020, an estimated $25K.
Cramer Rosenthal McGlynn first reported a position in ExxonMobil in Q2 2013 and held it in 29 quarters.
Cramer Rosenthal McGlynn's ExxonMobil position peaked at $1.45M in Q4 2013.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Cramer Rosenthal McGlynn's 13F filing for Q3 2020, filed 13 Nov 2020.