Fiduciary Financial Services of The Southwest’s ExxonMobil XOM Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019 Q4	$3.97M	Sell	56,875 -1,008	-2%	-$69.7K	1.04%	33
2019 Q3	$4.09M	Sell	57,883 -958	-2%	-$69.3K	1.09%	30
2019 Q2	$4.51M	Sell	58,841 -1,309	-2%	-$101K	1.28%	27
2019 Q1	$4.86M	Sell	60,150 -100	-0.2%	-$7.62K	1.41%	25
2018 Q4	$4.11M	Sell	60,250 -1,890	-3%	-$148K	1.3%	25
2018 Q3	$5.28M	Buy	62,140 +77	+0.1%	+$6.29K	1.47%	19
2018 Q2	$5.13M	Sell	62,063 -451	-0.7%	-$35.9K	1.56%	19
2018 Q1	$4.66M	Sell	62,514 -245	-0.4%	-$19.6K	1.43%	23
2017 Q4	$5.25M	Sell	62,759 -4,000	-6%	-$331K	1.54%	20
2017 Q3	$5.47M	Buy	66,759 +4,093	+7%	+$325K	1.64%	17
2017 Q2	$5.06M	Buy	62,666 +1,981	+3%	+$162K	1.56%	17
2017 Q1	$4.98M	Sell	60,685 -1,820	-3%	-$152K	1.58%	16
2016 Q4	$5.64M	Buy	62,505 +57	+0.1%	+$4.98K	1.86%	13
2016 Q3	$5.45M	Sell	62,448 -385	-0.6%	-$34.2K	1.75%	14
2016 Q2	$5.89M	Sell	62,833 -9	-0%	-$796	1.89%	14
2016 Q1	$5.25M	Sell	62,842 -850	-1%	-$68.1K	1.86%	14
2015 Q4	$4.96M	Sell	63,692 -497	-0.8%	-$39.7K	1.77%	14
2015 Q3	$4.77M	Buy	64,189 +1,205	+2%	+$92.8K	1.67%	16
2015 Q2	$5.24M	Buy	62,984 +70	+0.1%	+$6.02K	1.62%	13
2015 Q1	$5.35M	Sell	62,914 -632	-1%	-$56K	1.57%	14
2014 Q4	$5.88M	Buy	63,546 +635	+1%	+$59.2K	1.68%	14
2014 Q3	$5.92M	Buy	62,911 +508	+0.8%	+$50.6K	1.67%	13
2014 Q2	$6.28M	Sell	62,403 -1,663	-3%	-$168K	1.76%	10
2014 Q1	$6.26M	Sell	64,066 -100	-0.2%	-$9.53K	1.89%	7
2013 Q4	$6.49M	Sell	64,166 -1,080	-2%	-$99.9K	2.04%	6
2013 Q3	$5.61M	Buy	65,246 +2,577	+4%	+$232K	1.85%	11
2013 Q2	$5.66M	Buy	+62,669	New	+$5.64M	1.89%	12

Other funds holding XOM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fiduciary Financial Services of The Southwest's XOM Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its ExxonMobil (XOM) stake by 1.7% in Q4 2019, selling an estimated $69.7K and leaving 56,875 shares worth $3.97M. The position accounts for 1.04% of the portfolio, ranked #33.

Fiduciary Financial Services of The Southwest first reported a position in XOM in Q2 2013 and has held it in 27 quarters since. The position peaked at $6.49M in Q4 2013. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Fiduciary Financial Services of The Southwest held 56,875 shares of ExxonMobil worth $3.97M as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 1,008 ExxonMobil shares in Q4 2019, an estimated $69.7K.
ExxonMobil made up 1.04% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #33 holding.
Fiduciary Financial Services of The Southwest first reported a position in ExxonMobil in Q2 2013 and has held it in 27 quarters since.
Fiduciary Financial Services of The Southwest's ExxonMobil position peaked at $6.49M in Q4 2013.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.