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Edmunds White Partners’s ExxonMobil XOM Stock Holding History

Edmunds White Partners’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
Q3 		$50K Hold
529
– – 0.07% 40
2014
Q2 		$53K Hold
529
– – 0.09% 38
2014
Q1 		$52K Sell
529
-51
-9% -$4.86K 0.07% 37
2013
Q4 		$58K Buy
580
+55
+10% +$5.08K 0.08% 35
2013
Q3 		$45K Buy
525
+265
+102% +$23.9K 0.07% 34
2013
Q2 		$23K Buy
+260
New +$23.4K 0.04% 46

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

Edmunds White Partners's XOM Position: Q3 2014 in Review

Edmunds White Partners held its ExxonMobil (XOM) position steady in Q3 2014 at 529 shares worth $50K. The position accounts for 0.07% of the portfolio, ranked #40.

Edmunds White Partners first reported a position in XOM in Q2 2013 and has held it in 6 quarters since. The position peaked at $58K in Q4 2013. 1,929 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • Edmunds White Partners held 529 shares of ExxonMobil worth $50K as of Q3 2014.
  • Edmunds White Partners left its ExxonMobil share count unchanged in Q3 2014.
  • ExxonMobil made up 0.07% of Edmunds White Partners's portfolio in Q3 2014, its #40 holding.
  • Edmunds White Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 6 quarters since.
  • Edmunds White Partners's ExxonMobil position peaked at $58K in Q4 2013.
  • 1,929 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.