FMA Advisory’s ExxonMobil XOM Stock Holding History

FMA Advisory’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
2017 Q4	–	Sell	-3,619	Closed	-$296K	–	154
2017 Q3	$296K	Sell	3,619 -656	-15%	-$52.1K	0.17%	117
2017 Q2	$345	Sell	4,275 -583	-12%	-$47.7K	0.18%	92
2017 Q1	$398K	Buy	+4,858	New	+$406K	0.2%	108
2015 Q2	$541K	Buy	+6,504	New	+$559K	0.34%	73
2014 Q4	$1.75M	Sell	18,966 -2,149	-10%	-$200K	0.61%	64
2014 Q3	$1.99M	Sell	21,115 -519	-2%	-$51.7K	0.73%	46
2014 Q2	$2.18M	Sell	21,634 -391	-2%	-$39.4K	0.8%	47
2014 Q1	$2.15M	Buy	22,025 +564	+3%	+$53.8K	0.84%	45
2013 Q4	$2.17M	Sell	21,461 -100	-0.5%	-$9.25K	0.89%	40
2013 Q3	$1.85M	Sell	21,561 -162	-0.7%	-$14.6K	0.74%	45
2013 Q2	$1.96M	Buy	+21,723	New	+$1.95M	0.83%	42

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

FMA Advisory's XOM Position: Q4 2017 in Review

FMA Advisory sold out of ExxonMobil (XOM) in Q4 2017, closing a stake of 3,619 shares — an estimated $296K sold.

FMA Advisory first reported a position in XOM in Q2 2013 and held it in 11 quarters. The position peaked at $2.18M in Q2 2014. 2,443 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

FMA Advisory reported no remaining ExxonMobil position as of Q4 2017 after selling out during the quarter.
FMA Advisory sold 3,619 ExxonMobil shares in Q4 2017, an estimated $296K.
FMA Advisory first reported a position in ExxonMobil in Q2 2013 and held it in 11 quarters.
FMA Advisory's ExxonMobil position peaked at $2.18M in Q2 2014.
2,443 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on FMA Advisory's 13F filing for Q4 2017, filed 12 Apr 2021.