HCM
XOM icon

Harvest Capital Management’s ExxonMobil XOM Stock Holding History

Harvest Capital Management’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
Q2 		$3.17M Sell
41,384
-9,542
-19% -$739K 0.91% 20
2019
Q1 		$4.12M Sell
50,926
-450
-0.9% -$34.3K 1.31% 13
2018
Q4 		$3.5M Sell
51,376
-1,496
-3% -$117K 1.29% 15
2018
Q3 		$4.5M Sell
52,872
-2,135
-4% -$175K 1.41% 14
2018
Q2 		$4.55M Buy
55,007
+125
+0.2% +$9.96K 1.53% 13
2018
Q1 		$4.09M Sell
54,882
-3,979
-7% -$318K 1.59% 13
2017
Q4 		$4.92M Sell
58,861
-700
-1% -$57.9K 1.86% 14
2017
Q3 		$4.88M Sell
59,561
-1,639
-3% -$130K 1.91% 14
2017
Q2 		$4.94M Sell
61,200
-3,757
-6% -$307K 1.99% 14
2017
Q1 		$5.33M Sell
64,957
-600
-0.9% -$50.1K 2.21% 13
2016
Q4 		$5.92M Hold
65,557
– – 2.59% 13
2016
Q3 		$5.62M Sell
65,557
-350
-0.5% -$31.1K 2.56% 13
2016
Q2 		$6.18M Sell
65,907
-1,538
-2% -$136K 2.89% 13
2016
Q1 		$5.64M Sell
67,445
-1,700
-2% -$136K 2.62% 14
2015
Q4 		$5.39M Buy
69,145
+1,116
+2% +$89.2K 2.45% 15
2015
Q3 		$5.66M Hold
68,029
– – 2.54% 15
2015
Q2 		$5.66M Sell
68,029
-720
-1% -$61.9K 2.54% 15
2015
Q1 		$5.84M Sell
68,749
-3,075
-4% -$273K 2.58% 15
2014
Q4 		$6.64M Sell
71,824
-1,564
-2% -$146K 3.39% 13
2014
Q3 		$6.9M Sell
73,388
-2,853
-4% -$284K 3.47% 14
2014
Q2 		$7.68M Sell
76,241
-2,319
-3% -$234K 3.61% 14
2014
Q1 		$7.67M Sell
78,560
-2,912
-4% -$278K 3.63% 12
2013
Q4 		$8.24M Buy
81,472
+20,705
+34% +$1.91M 4.28% 8
2013
Q3 		$5.23M Buy
60,767
+9,030
+17% +$814K 3.21% 13
2013
Q2 		$4.67M Buy
+51,737
New +$4.66M 3.5% 12

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Capital Management's XOM Position: Q2 2019 in Review

Harvest Capital Management reduced its ExxonMobil (XOM) stake by 19% in Q2 2019, selling an estimated $739K and leaving 41,384 shares worth $3.17M. The position accounts for 0.91% of the portfolio, ranked #20.

Harvest Capital Management first reported a position in XOM in Q2 2013 and has held it in 25 quarters since. The position peaked at $8.24M in Q4 2013. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

  • Harvest Capital Management held 41,384 shares of ExxonMobil worth $3.17M as of Q2 2019.
  • Harvest Capital Management sold 9,542 ExxonMobil shares in Q2 2019, an estimated $739K.
  • ExxonMobil made up 0.91% of Harvest Capital Management's portfolio in Q2 2019, its #20 holding.
  • Harvest Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 25 quarters since.
  • Harvest Capital Management's ExxonMobil position peaked at $8.24M in Q4 2013.
  • 2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Harvest Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.