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Family Legacy Inc’s ExxonMobil XOM Stock Holding History

Family Legacy 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
2020
Q3 		– Sell
-18,267
Closed -$817K – 114
2020
Q2 		$817K Sell
18,267
-12,572
-41% -$564K 0.49% 67
2020
Q1 		$1.17M Sell
30,839
-785
-2% -$43.3K 0.84% 47
2019
Q4 		$2.19M Sell
31,624
-210
-0.7% -$14.5K 1.25% 32
2019
Q3 		$2.32M Buy
31,834
+5,614
+21% +$406K 1.45% 23
2019
Q2 		$2.01M Buy
26,220
+502
+2% +$38.9K 1.57% 20
2019
Q1 		$2.13M Sell
25,718
-155
-0.6% -$11.8K 1.73% 18
2018
Q4 		$1.76M Buy
25,873
+98
+0.4% +$7.69K 1.58% 19
2018
Q3 		$2.19M Buy
25,775
+206
+0.8% +$16.8K 1.79% 15
2018
Q2 		$2.12M Sell
25,569
-815
-3% -$64.9K 1.83% 14
2018
Q1 		$1.97M Buy
26,384
+116
+0.4% +$9.27K 1.82% 14
2017
Q4 		$2.2M Buy
26,268
+11,618
+79% +$961K 1.99% 13
2017
Q3 		$1.2M Sell
14,650
-11,277
-43% -$895K 3.06% 16
2017
Q2 		$2.09M Buy
25,927
+75
+0.3% +$6.14K 2.1% 13
2017
Q1 		$2.12M Buy
+25,852
New +$2.16M 2.21% 13

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Family Legacy Inc's XOM Position: Q3 2020 in Review

Family Legacy Inc sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 18,267 shares — an estimated $817K sold.

Family Legacy Inc first reported a position in XOM in Q1 2017 and held it in 14 quarters. The position peaked at $2.32M in Q3 2019. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Family Legacy Inc reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
  • Family Legacy Inc sold 18,267 ExxonMobil shares in Q3 2020, an estimated $817K.
  • Family Legacy Inc first reported a position in ExxonMobil in Q1 2017 and held it in 14 quarters.
  • Family Legacy Inc's ExxonMobil position peaked at $2.32M in Q3 2019.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Family Legacy Inc's 13F filing for Q3 2020, filed 9 Oct 2020.