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Endex Capital Management’s ExxonMobil XOM Stock Holding History

Endex Capital 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
2013
Q4 		$4.13M Hold
40,828
– – 3.85% 1
2013
Q3 		$3.51M Hold
40,828
– – 3.61% 1
2013
Q2 		$3.69M Buy
+40,828
New +$3.67M 3.94% 1

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

Endex Capital Management's XOM Position: Q4 2013 in Review

Endex Capital Management held its ExxonMobil (XOM) position steady in Q4 2013 at 40,828 shares worth $4.13M. The position accounts for 3.85% of the portfolio, ranked #1.

Endex Capital Management first reported a position in XOM in Q2 2013 and has held it in 3 quarters since. 1,910 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

  • Endex Capital Management held 40,828 shares of ExxonMobil worth $4.13M as of Q4 2013.
  • Endex Capital Management left its ExxonMobil share count unchanged in Q4 2013.
  • ExxonMobil made up 3.85% of Endex Capital Management's portfolio in Q4 2013, its #1 holding.
  • Endex Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 3 quarters since.
  • 1,910 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.