Credential Securities’s ExxonMobil XOM Stock Holding History

Credential Securities’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	$746K	Sell	9,004 -516	-5%	-$41.1K	0.17%	90
2018 Q1	$710K	Sell	9,520 -209	-2%	-$16.7K	0.17%	96
2017 Q4	$815K	Sell	9,729 -175	-2%	-$14.5K	0.2%	90
2017 Q3	$812K	Buy	9,904 +587	+6%	+$46.6K	0.22%	90
2017 Q2	$751K	Buy	9,317 +642	+7%	+$52.5K	0.23%	92
2017 Q1	$711K	Sell	8,675 -3,495	-29%	-$292K	0.25%	97
2016 Q4	$1.1M	Buy	12,170 +229	+2%	+$20K	0.44%	55
2016 Q3	$1.04M	Buy	11,941 +414	+4%	+$36.7K	0.47%	57
2016 Q2	$1.08M	Buy	11,527 +378	+3%	+$33.4K	0.56%	51
2016 Q1	$932K	Buy	11,149 +4,032	+57%	+$323K	0.54%	50
2015 Q4	$555K	Buy	7,117 +282	+4%	+$22.5K	0.36%	90
2015 Q3	$507K	Sell	6,835 -2,276	-25%	-$175K	0.35%	85
2015 Q2	$758K	Buy	9,111 +782	+9%	+$67.2K	0.48%	64
2015 Q1	$707K	Buy	8,329 +637	+8%	+$56.5K	0.46%	67
2014 Q4	$711K	Buy	7,692 +628	+9%	+$58.6K	0.46%	66
2014 Q3	$667K	Buy	7,064 +446	+7%	+$44.4K	0.45%	67
2014 Q2	$666K	Buy	6,618 +528	+9%	+$53.3K	0.44%	66
2014 Q1	$595K	Buy	+6,090	New	+$581K	0.44%	59

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

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

Credential Securities's XOM Position: Q2 2018 in Review

Credential Securities reduced its ExxonMobil (XOM) stake by 5.4% in Q2 2018, selling an estimated $41.1K and leaving 9,004 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #90.

Credential Securities first reported a position in XOM in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2016. 2,434 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Credential Securities held 9,004 shares of ExxonMobil worth $746K as of Q2 2018.
Credential Securities sold 516 ExxonMobil shares in Q2 2018, an estimated $41.1K.
ExxonMobil made up 0.17% of Credential Securities's portfolio in Q2 2018, its #90 holding.
Credential Securities first reported a position in ExxonMobil in Q1 2014 and has held it in 18 quarters since.
Credential Securities's ExxonMobil position peaked at $1.1M in Q4 2016.
2,434 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.