Cypress Wealth Advisors’s ExxonMobil XOM Stock Holding History

Cypress 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
2019 Q1	$628K	Sell	7,777 -2,021	-21%	-$154K	0.72%	44
2018 Q4	$668K	Sell	9,798 -363	-4%	-$28.5K	0.92%	37
2018 Q3	$864K	Buy	10,161 +185	+2%	+$15.1K	0.91%	37
2018 Q2	$825K	Sell	9,976 -53	-0.5%	-$4.22K	0.89%	40
2018 Q1	$748K	Sell	10,029 -48	-0.5%	-$3.84K	0.81%	43
2017 Q4	$843K	Sell	10,077 -826	-8%	-$68.3K	0.81%	42
2017 Q3	$894K	Buy	10,903 +180	+2%	+$14.3K	1.44%	19
2017 Q2	$866K	Sell	10,723 -10,220	-49%	-$836K	1.01%	26
2017 Q1	$1.72M	Sell	20,943 -893	-4%	-$74.6K	0.78%	30
2016 Q4	$1.97M	Buy	21,836 +1,258	+6%	+$110K	0.9%	29
2016 Q3	$1.8M	Sell	20,578 -485	-2%	-$43K	0.81%	28
2016 Q2	$1.97M	Sell	21,063 -2,618	-11%	-$231K	0.98%	21
2016 Q1	$1.98M	Buy	23,681 +2,587	+12%	+$207K	0.91%	25
2015 Q4	$1.64M	Buy	21,094 +2,666	+14%	+$213K	0.83%	29
2015 Q3	$1.37M	Sell	18,428 -1,747	-9%	-$135K	0.74%	28
2015 Q2	$1.68M	Buy	+20,175	New	+$1.73M	0.98%	27

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Wealth Advisors's XOM Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its ExxonMobil (XOM) stake by 21% in Q1 2019, selling an estimated $154K and leaving 7,777 shares worth $628K. The position accounts for 0.72% of the portfolio, ranked #44.

Cypress Wealth Advisors first reported a position in XOM in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.98M in Q1 2016. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Cypress Wealth Advisors held 7,777 shares of ExxonMobil worth $628K as of Q1 2019.
Cypress Wealth Advisors sold 2,021 ExxonMobil shares in Q1 2019, an estimated $154K.
ExxonMobil made up 0.72% of Cypress Wealth Advisors's portfolio in Q1 2019, its #44 holding.
Cypress Wealth Advisors first reported a position in ExxonMobil in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's ExxonMobil position peaked at $1.98M in Q1 2016.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.