Guidant Wealth Advisors’s ExxonMobil XOM Stock Holding History

Guidant 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
2019 Q3	$97K	Hold	1,377	–	–	0.04%	143
2019 Q2	$106K	Buy	1,377 +2	+0.1%	+$155	0.04%	139
2019 Q1	$111K	Buy	1,375 +634	+86%	+$48.3K	0.04%	137
2018 Q4	$50K	Sell	741 -288	-28%	-$22.6K	0.02%	131
2018 Q3	$88K	Buy	1,029 +288	+39%	+$23.5K	0.04%	65
2018 Q2	$60K	Hold	741	–	–	0.03%	73
2018 Q1	$54K	Hold	741	–	–	0.02%	76
2017 Q4	$64K	Hold	741	–	–	0.03%	73
2017 Q3	$60K	Sell	741 -365	-33%	-$29K	0.04%	67
2017 Q2	$88K	Buy	1,106 +236	+27%	+$19.3K	0.05%	88
2017 Q1	$71K	Hold	870	–	–	0.04%	96
2016 Q4	$76K	Hold	870	–	–	0.04%	88
2016 Q3	$75K	Buy	+870	New	+$77.2K	0.05%	86

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $544B AUM 28.31% 1-Year Est. Return

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

Guidant Wealth Advisors's XOM Position: Q3 2019 in Review

Guidant Wealth Advisors held its ExxonMobil (XOM) position steady in Q3 2019 at 1,377 shares worth $97K. The position accounts for 0.04% of the portfolio, ranked #143.

Guidant Wealth Advisors first reported a position in XOM in Q3 2016 and has held it in 13 quarters since. The position peaked at $111K in Q1 2019. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Guidant Wealth Advisors held 1,377 shares of ExxonMobil worth $97K as of Q3 2019.
Guidant Wealth Advisors left its ExxonMobil share count unchanged in Q3 2019.
ExxonMobil made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #143 holding.
Guidant Wealth Advisors first reported a position in ExxonMobil in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's ExxonMobil position peaked at $111K in Q1 2019.
2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.