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FormulaFolio Investments’s ExxonMobil XOM Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$53K Buy
845
+117
+16% +$6.99K 0.02% 145
2021
Q1 		$44K Sell
728
-94,019
-99% -$4.93M 0.01% 149
2020
Q4 		$3.9M Buy
94,747
+62,472
+194% +$2.34M 0.08% 178
2020
Q3 		$1.11M Sell
32,275
-4,653
-13% -$190K 0.04% 143
2020
Q2 		$1.65M Sell
36,928
-316
-0.8% -$14.2K 0.07% 106
2020
Q1 		$1.41M Buy
37,244
+5,432
+17% +$300K 0.08% 93
2019
Q4 		$2.22M Sell
31,812
-482
-1% -$33.3K 0.08% 114
2019
Q3 		$2.28M Buy
32,294
+5,626
+21% +$407K 0.09% 101
2019
Q2 		$2.04M Sell
26,668
-8,667
-25% -$671K 0.09% 93
2019
Q1 		$2.85M Sell
35,335
-2,202
-6% -$168K 0.13% 78
2018
Q4 		$3.19M Hold
37,537
– – 0.14% 65
2018
Q3 		$3.19M Sell
37,537
-1,366
-4% -$112K 0.14% 65
2018
Q2 		$3.22M Buy
38,903
+2,636
+7% +$210K 0.15% 57
2018
Q1 		$2.71M Sell
36,267
-221
-0.6% -$17.7K 0.16% 52
2017
Q4 		$3.05M Buy
36,488
+4,559
+14% +$377K 0.2% 51
2017
Q3 		$2.62M Buy
31,929
+7,885
+33% +$626K 0.2% 38
2017
Q2 		$1.94M Buy
24,044
+2,241
+10% +$183K 0.18% 40
2017
Q1 		$1.79M Buy
21,803
+1,869
+9% +$156K 0.2% 32
2016
Q4 		$1.8M Sell
19,934
-1,489
-7% -$130K 0.24% 28
2016
Q3 		$1.87M Sell
21,423
-790
-4% -$70.1K 0.28% 33
2016
Q2 		$2.08M Sell
22,213
-105
-0.5% -$9.28K 0.35% 30
2016
Q1 		$1.87M Sell
22,318
-1,957
-8% -$157K 0.32% 28
2015
Q4 		$1.89M Buy
24,275
+415
+2% +$33.2K 0.48% 17
2015
Q3 		$1.77M Sell
23,860
-279
-1% -$21.5K 0.57% 14
2015
Q2 		$2.01M Buy
24,139
+10,742
+80% +$924K 0.56% 17
2015
Q1 		$1.14M Buy
13,397
+748
+6% +$66.3K 0.35% 24
2014
Q4 		$1.17M Buy
+12,649
New +$1.18M 0.45% 19

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FormulaFolio Investments's XOM Position: Q2 2021 in Review

FormulaFolio Investments increased its ExxonMobil (XOM) stake by 16% in Q2 2021, buying an estimated $6.99K and bringing the position to 845 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #145.

FormulaFolio Investments first reported a position in XOM in Q4 2014 and has held it in 27 quarters since. The position peaked at $3.9M in Q4 2020. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

  • FormulaFolio Investments held 845 shares of ExxonMobil worth $53K as of Q2 2021.
  • FormulaFolio Investments bought 117 ExxonMobil shares in Q2 2021, an estimated $6.99K.
  • ExxonMobil made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #145 holding.
  • FormulaFolio Investments first reported a position in ExxonMobil in Q4 2014 and has held it in 27 quarters since.
  • FormulaFolio Investments's ExxonMobil position peaked at $3.9M in Q4 2020.
  • 2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.