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Delphi Management’s ExxonMobil XOM Stock Holding History

Delphi 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
2014
Q1 		– Sell
-96,979
Closed -$9.81M – 123
2013
Q4 		$9.81M Sell
96,979
-576
-0.6% -$53.3K 1.07% 55
2013
Q3 		$8.39M Sell
97,555
-4,358
-4% -$393K 0.95% 67
2013
Q2 		$9.21M Buy
+101,913
New +$9.17M 1.1% 51

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Delphi Management's XOM Position: Q1 2014 in Review

Delphi Management sold out of ExxonMobil (XOM) in Q1 2014, closing a stake of 96,979 shares — an estimated $9.81M sold.

Delphi Management first reported a position in XOM in Q2 2013 and held it in 3 quarters. The position peaked at $9.81M in Q4 2013. 1,913 funds tracked by Wall St. Rank hold XOM as of Q1 2014.

  • Delphi Management reported no remaining ExxonMobil position as of Q1 2014 after selling out during the quarter.
  • Delphi Management sold 96,979 ExxonMobil shares in Q1 2014, an estimated $9.81M.
  • Delphi Management first reported a position in ExxonMobil in Q2 2013 and held it in 3 quarters.
  • Delphi Management's ExxonMobil position peaked at $9.81M in Q4 2013.
  • 1,913 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2014.

Based on Delphi Management's 13F filing for Q1 2014, filed 23 Apr 2014.