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Genesis Wealth Advisors’s ExxonMobil XOM Stock Holding History

Genesis Wealth Advisors’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
Q2 		$730K Buy
8,778
+278
+3% +$23.9K 0.59% 25
2015
Q1 		$718K Sell
8,500
-2,052
-19% -$182K 0.6% 24
2014
Q4 		$946K Buy
+10,552
New +$984K 0.75% 21

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

Genesis Wealth Advisors's XOM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its ExxonMobil (XOM) stake by 3.3% in Q2 2015, buying an estimated $23.9K and bringing the position to 8,778 shares worth $730K. The position accounts for 0.59% of the portfolio, ranked #25.

Genesis Wealth Advisors first reported a position in XOM in Q4 2014 and has held it in 3 quarters since. The position peaked at $946K in Q4 2014. 2,037 funds tracked by Wall St. Rank hold XOM as of Q2 2015.

  • Genesis Wealth Advisors held 8,778 shares of ExxonMobil worth $730K as of Q2 2015.
  • Genesis Wealth Advisors bought 278 ExxonMobil shares in Q2 2015, an estimated $23.9K.
  • ExxonMobil made up 0.59% of Genesis Wealth Advisors's portfolio in Q2 2015, its #25 holding.
  • Genesis Wealth Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's ExxonMobil position peaked at $946K in Q4 2014.
  • 2,037 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.