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FutureAdvisor’s ExxonMobil XOM Stock Holding History

FutureAdvisor’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
Q3 		$340K Buy
4,578
+180
+4% +$13.9K 0.06% 45
2015
Q2 		$363K Sell
4,398
-17
-0.4% -$1.46K 0.06% 43
2015
Q1 		$375K Buy
4,415
+602
+16% +$53.4K 0.09% 43
2014
Q4 		$352K Buy
+3,813
New +$356K 0.12% 41

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
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
Wellington Management Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FutureAdvisor's XOM Position: Q3 2015 in Review

FutureAdvisor increased its ExxonMobil (XOM) stake by 4.1% in Q3 2015, buying an estimated $13.9K and bringing the position to 4,578 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #45.

FutureAdvisor first reported a position in XOM in Q4 2014 and has held it in 4 quarters since. The position peaked at $375K in Q1 2015. 2,017 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

  • FutureAdvisor held 4,578 shares of ExxonMobil worth $340K as of Q3 2015.
  • FutureAdvisor bought 180 ExxonMobil shares in Q3 2015, an estimated $13.9K.
  • ExxonMobil made up 0.06% of FutureAdvisor's portfolio in Q3 2015, its #45 holding.
  • FutureAdvisor first reported a position in ExxonMobil in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's ExxonMobil position peaked at $375K in Q1 2015.
  • 2,017 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.