Edge Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$28.4M Buy
342,982
+2,914
+0.9% +$232K 2.54% 5
2018
Q1
$25.4M Buy
340,068
+2,301
+0.7% +$184K 2.39% 5
2017
Q4
$28.2M Buy
337,767
+2,090
+0.6% +$173K 2.78% 4
2017
Q3
$27.5M Buy
335,677
+2,733
+0.8% +$217K 2.99% 4
2017
Q2
$26.9M Sell
332,944
-1,787
-0.5% -$146K 3.06% 4
2017
Q1
$27.4M Buy
334,731
+20,117
+6% +$1.68M 3.36% 4
2016
Q4
$28.4M Buy
+314,614
New +$27.5M 3.65% 4

Other funds holding XOM

Edge Advisors's XOM Position: Q2 2018 in Review

Edge Advisors increased its ExxonMobil (XOM) stake by 0.86% in Q2 2018, buying an estimated $232K and bringing the position to 342,982 shares worth $28.4M. The position accounts for 2.54% of the portfolio, ranked #5.

Edge Advisors first reported a position in XOM in Q4 2016 and has held it in 7 quarters since. The position peaked at $28.4M in Q4 2016. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

  • Edge Advisors held 342,982 shares of ExxonMobil worth $28.4M as of Q2 2018.
  • Edge Advisors bought 2,914 ExxonMobil shares in Q2 2018, an estimated $232K.
  • ExxonMobil made up 2.54% of Edge Advisors's portfolio in Q2 2018, its #5 holding.
  • Edge Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's ExxonMobil position peaked at $28.4M in Q4 2016.
  • 2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.