CSat Investment Advisory’s ExxonMobil XOM Stock Holding History

CSat Investment Advisory’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
2021 Q1	$3K	Sell	51 -25	-33%	-$1.31K	﹤0.01%	512
2020 Q4	$3K	Sell	76 -138,861	-100%	-$5.21M	﹤0.01%	509
2020 Q3	$4.77M	Buy	138,937 +43,538	+46%	+$1.78M	0.42%	18
2020 Q2	$4.27M	Buy	95,399 +66,221	+227%	+$2.97M	0.52%	14
2020 Q1	$1.11M	Buy	29,178 +5,583	+24%	+$308K	0.24%	56
2019 Q4	$1.65M	Buy	23,595 +8,132	+53%	+$562K	0.43%	40
2019 Q3	$1.09M	Buy	15,463 +2,552	+20%	+$185K	0.34%	57
2019 Q2	$989K	Buy	12,911 +10,152	+368%	+$786K	0.35%	59
2019 Q1	$223K	Buy	2,759 +1,182	+75%	+$90.1K	0.11%	118
2018 Q4	$108K	Buy	1,577 +187	+13%	+$14.7K	0.06%	141
2018 Q3	$118K	Buy	1,390 +92	+7%	+$7.52K	0.07%	128
2018 Q2	$108K	Buy	+1,298	New	+$103K	0.06%	150

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

CSat Investment Advisory's XOM Position: Q1 2021 in Review

CSat Investment Advisory reduced its ExxonMobil (XOM) stake by 33% in Q1 2021, selling an estimated $1.31K and leaving 51 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

CSat Investment Advisory first reported a position in XOM in Q2 2018 and has held it in 12 quarters since. The position peaked at $4.77M in Q3 2020. 2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

CSat Investment Advisory held 51 shares of ExxonMobil worth $3K as of Q1 2021.
CSat Investment Advisory sold 25 ExxonMobil shares in Q1 2021, an estimated $1.31K.
ExxonMobil made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #512 holding.
CSat Investment Advisory first reported a position in ExxonMobil in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's ExxonMobil position peaked at $4.77M in Q3 2020.
2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.