DC Investments Management’s ExxonMobil XOM Stock Holding History

DC Investments Management’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 Q4	–	Sell	-6,652	Closed	-$470K	–	315
2019 Q3	$470K	Sell	6,652 -117	-2%	-$8.46K	0.27%	150
2019 Q2	$519K	Sell	6,769 -671	-9%	-$51.9K	0.29%	144
2019 Q1	$601K	Hold	7,440	–	–	0.38%	101
2018 Q4	$507K	Buy	7,440 +698	+10%	+$54.8K	0.41%	123
2018 Q3	$573K	Sell	6,742 -243	-3%	-$19.9K	0.39%	85
2018 Q2	$578K	Buy	6,985 +2,499	+56%	+$199K	0.37%	80
2018 Q1	$335K	Sell	4,486 -2,624	-37%	-$210K	0.22%	151
2017 Q4	$595K	Buy	+7,110	New	+$588K	0.25%	108

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

DC Investments Management's XOM Position: Q4 2019 in Review

DC Investments Management sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 6,652 shares — an estimated $470K sold.

DC Investments Management first reported a position in XOM in Q4 2017 and held it in 8 quarters. The position peaked at $601K in Q1 2019. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

DC Investments Management reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
DC Investments Management sold 6,652 ExxonMobil shares in Q4 2019, an estimated $470K.
DC Investments Management first reported a position in ExxonMobil in Q4 2017 and held it in 8 quarters.
DC Investments Management's ExxonMobil position peaked at $601K in Q1 2019.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.