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Elm Advisors’s ExxonMobil XOM Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-2,580
Closed -$106K – 265
2020
Q4 		$106K Buy
+2,580
New +$96.7K 0.06% 114
2020
Q1 		– Sell
-3,817
Closed -$266K – 90
2019
Q4 		$266K Hold
3,817
– – 0.17% 74
2019
Q3 		$270K Hold
3,817
– – 0.18% 72
2019
Q2 		$292K Buy
3,817
+287
+8% +$22.2K 0.2% 70
2019
Q1 		$285K Sell
3,530
-467
-12% -$35.6K 0.2% 73
2018
Q4 		$273K Sell
3,997
-500
-11% -$39.2K 0.22% 64
2018
Q3 		$382K Buy
4,497
+1,867
+71% +$153K 0.26% 60
2018
Q2 		$218K Sell
2,630
-250
-9% -$19.9K 0.17% 75
2018
Q1 		$215K Hold
2,880
– – 0.17% 77
2017
Q4 		$241K Sell
2,880
-100
-3% -$8.27K 0.18% 74
2017
Q3 		$244K Hold
2,980
– – 0.19% 70
2017
Q2 		$241K Sell
2,980
-200
-6% -$16.4K 0.2% 71
2017
Q1 		$261K Sell
3,180
-10
-0.3% -$835 0.22% 67
2016
Q4 		$288K Hold
3,190
– – 0.26% 61
2016
Q3 		$278K Hold
3,190
– – 0.26% 59
2016
Q2 		$299K Buy
+3,190
New +$282K 0.28% 54
2015
Q1 		– Sell
-2,230
Closed -$206K – 78
2014
Q4 		$206K Hold
2,230
– – 0.19% 70
2014
Q3 		$210K Sell
2,230
-107
-5% -$10.7K 0.2% 67
2014
Q2 		$235K Sell
2,337
-245
-9% -$24.7K 0.22% 64
2014
Q1 		$252K Sell
2,582
-100
-4% -$9.53K 0.24% 60
2013
Q4 		$271K Buy
+2,682
New +$248K 0.26% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elm Advisors's XOM Position: Q1 2021 in Review

Elm Advisors sold out of ExxonMobil (XOM) in Q1 2021, closing a stake of 2,580 shares — an estimated $106K sold.

Elm Advisors first reported a position in XOM in Q4 2013 and held it in 21 quarters. The position peaked at $382K in Q3 2018. 2,698 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

  • Elm Advisors reported no remaining ExxonMobil position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 2,580 ExxonMobil shares in Q1 2021, an estimated $106K.
  • Elm Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 21 quarters.
  • Elm Advisors's ExxonMobil position peaked at $382K in Q3 2018.
  • 2,698 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.