Excelsia Inc’s ExxonMobil XOM Stock Holding History

Excelsia Inc’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
2015 Q2	$1.67M	Buy	20,075 +35	+0.2%	+$3.01K	3.52%	9
2015 Q1	$1.7M	Buy	20,040 +300	+2%	+$26.6K	3.28%	10
2014 Q4	$1.82M	Sell	19,740 -1,252	-6%	-$117K	4.26%	7
2014 Q3	$1.97M	Sell	20,992 -729	-3%	-$72.6K	3.26%	7
2014 Q2	$2.19M	Sell	21,721 -910	-4%	-$91.8K	2.81%	11
2014 Q1	$2.21M	Sell	22,631 -900	-4%	-$85.8K	3.07%	16
2013 Q4	$2.38M	Sell	23,531 -3,436	-13%	-$318K	3.29%	14
2013 Q3	$2.32M	Sell	26,967 -7,795	-22%	-$703K	2.5%	20
2013 Q2	$3.14M	Buy	+34,762	New	+$3.13M	3.07%	11

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Excelsia Inc's XOM Position: Q2 2015 in Review

Excelsia Inc increased its ExxonMobil (XOM) stake by 0.17% in Q2 2015, buying an estimated $3.01K and bringing the position to 20,075 shares worth $1.67M. The position accounts for 3.52% of the portfolio, ranked #9.

Excelsia Inc first reported a position in XOM in Q2 2013 and has held it in 9 quarters since. The position peaked at $3.14M in Q2 2013. 2,039 funds tracked by Wall St. Rank hold XOM as of Q2 2015.

Excelsia Inc held 20,075 shares of ExxonMobil worth $1.67M as of Q2 2015.
Excelsia Inc bought 35 ExxonMobil shares in Q2 2015, an estimated $3.01K.
ExxonMobil made up 3.52% of Excelsia Inc's portfolio in Q2 2015, its #9 holding.
Excelsia Inc first reported a position in ExxonMobil in Q2 2013 and has held it in 9 quarters since.
Excelsia Inc's ExxonMobil position peaked at $3.14M in Q2 2013.
2,039 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2015.

Based on Excelsia Inc's 13F filing for Q2 2015, filed 29 Jul 2015.