EI
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Elkhorn Investments’s ExxonMobil XOM Stock Holding History

Elkhorn Investments’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
2017
Q4 		$2.18M Buy
25,644
+9,493
+59% +$785K 1.14% 14
2017
Q3 		$1.32M Buy
16,151
+1,481
+10% +$118K 0.98% 49
2017
Q2 		$1.18M Buy
14,670
+798
+6% +$65.3K 0.92% 78
2017
Q1 		$1.14M Buy
+13,872
New +$1.16M 0.94% 66

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Elkhorn Investments's XOM Position: Q4 2017 in Review

Elkhorn Investments increased its ExxonMobil (XOM) stake by 59% in Q4 2017, buying an estimated $785K and bringing the position to 25,644 shares worth $2.18M. The position accounts for 1.14% of the portfolio, ranked #14.

Elkhorn Investments first reported a position in XOM in Q1 2017 and has held it in 4 quarters since. 2,443 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

  • Elkhorn Investments held 25,644 shares of ExxonMobil worth $2.18M as of Q4 2017.
  • Elkhorn Investments bought 9,493 ExxonMobil shares in Q4 2017, an estimated $785K.
  • ExxonMobil made up 1.14% of Elkhorn Investments's portfolio in Q4 2017, its #14 holding.
  • Elkhorn Investments first reported a position in ExxonMobil in Q1 2017 and has held it in 4 quarters since.
  • 2,443 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.