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Evanston Advisors’s ExxonMobil XOM Stock Holding History

Evanston 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
2018
Q4 		$794K Sell
11,649
-247
-2% -$19.4K 0.22% 39
2018
Q3 		$1.01M Buy
11,896
+113
+1% +$9.24K 0.22% 50
2018
Q2 		$975K Buy
11,783
+111
+1% +$8.84K 0.22% 48
2018
Q1 		$871K Buy
11,672
+115
+1% +$9.19K 0.2% 48
2017
Q4 		$967K Buy
11,557
+102
+0.9% +$8.44K 0.23% 48
2017
Q3 		$939K Sell
11,455
-73
-0.6% -$5.8K 0.23% 50
2017
Q2 		$931K Buy
11,528
+100
+0.9% +$8.18K 0.23% 50
2017
Q1 		$937K Sell
11,428
-1,771
-13% -$148K 0.25% 49
2016
Q4 		$1.27M Sell
13,199
-783
-6% -$68.4K 0.39% 48
2016
Q3 		$1.22M Buy
13,982
+106
+0.8% +$9.4K 0.38% 48
2016
Q2 		$1.3M Buy
13,876
+101
+0.7% +$8.93K 0.42% 48
2016
Q1 		$1.15M Sell
13,775
-84
-0.6% -$6.73K 0.38% 47
2015
Q4 		$1.08M Buy
13,859
+111
+0.8% +$8.87K 0.38% 46
2015
Q3 		$1.02M Buy
13,748
+180
+1% +$13.9K 0.34% 51
2015
Q2 		$1.13M Sell
13,568
-58,601
-81% -$5.04M 0.37% 50
2015
Q1 		$6.13M Buy
72,169
+3,950
+6% +$350K 2.01% 15
2014
Q4 		$6.31M Buy
68,219
+256
+0.4% +$23.9K 2.23% 8
2014
Q3 		$6.39M Buy
67,963
+2,082
+3% +$207K 2.17% 7
2014
Q2 		$6.63M Buy
65,881
+519
+0.8% +$52.4K 2.3% 7
2014
Q1 		$6.38M Buy
65,362
+1,005
+2% +$95.8K 2.29% 7
2013
Q4 		$6.51M Buy
64,357
+3,155
+5% +$292K 2.45% 7
2013
Q3 		$5.27M Buy
61,202
+10,800
+21% +$974K 2.12% 12
2013
Q2 		$4.55M Buy
+50,402
New +$4.54M 2.02% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evanston Advisors's XOM Position: Q4 2018 in Review

Evanston Advisors reduced its ExxonMobil (XOM) stake by 2.1% in Q4 2018, selling an estimated $19.4K and leaving 11,649 shares worth $794K. The position accounts for 0.22% of the portfolio, ranked #39.

Evanston Advisors first reported a position in XOM in Q2 2013 and has held it in 23 quarters since. The position peaked at $6.63M in Q2 2014. 2,570 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • Evanston Advisors held 11,649 shares of ExxonMobil worth $794K as of Q4 2018.
  • Evanston Advisors sold 247 ExxonMobil shares in Q4 2018, an estimated $19.4K.
  • ExxonMobil made up 0.22% of Evanston Advisors's portfolio in Q4 2018, its #39 holding.
  • Evanston Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 23 quarters since.
  • Evanston Advisors's ExxonMobil position peaked at $6.63M in Q2 2014.
  • 2,570 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.