Hefty Wealth Partners’s ExxonMobil XOM Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$774K	Buy	10,373 +10,128	+4,134%	+$810K	0.5%	64
2017 Q4	$20K	Hold	245	–	–	0.01%	166
2017 Q3	$20K	Sell	245 -8,326	-97%	-$661K	0.01%	162
2017 Q2	$691K	Buy	8,571 +8,290	+2,950%	+$678K	0.47%	64
2017 Q1	$23K	Buy	281 +36	+15%	+$3.01K	0.02%	148
2016 Q4	$22K	Hold	245	–	–	0.02%	143
2016 Q3	$21K	Hold	245	–	–	0.02%	156
2016 Q2	$22K	Hold	245	–	–	0.02%	126
2016 Q1	$20K	Buy	+245	New	+$19.6K	0.02%	130

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hefty Wealth Partners's XOM Position: Q1 2018 in Review

Hefty Wealth Partners increased its ExxonMobil (XOM) stake by 4,134% in Q1 2018, buying an estimated $810K and bringing the position to 10,373 shares worth $774K. The position accounts for 0.5% of the portfolio, ranked #64.

Hefty Wealth Partners first reported a position in XOM in Q1 2016 and has held it in 9 quarters since. 2,429 funds tracked by Wall St. Rank hold XOM as of Q1 2018.

Hefty Wealth Partners held 10,373 shares of ExxonMobil worth $774K as of Q1 2018.
Hefty Wealth Partners bought 10,128 ExxonMobil shares in Q1 2018, an estimated $810K.
ExxonMobil made up 0.5% of Hefty Wealth Partners's portfolio in Q1 2018, its #64 holding.
Hefty Wealth Partners first reported a position in ExxonMobil in Q1 2016 and has held it in 9 quarters since.
2,429 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.